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SHJ
Sharkey, Howes & Javer Portfolio holdings
AUM
$828M
1-Year Est. Return
20.38%
This Fund
S&P 500
This Quarter
Est. Return
+9.67%
1 Year Est. Return
+20.38%
3 Year Est. Return
+54.6%
5 Year Est. Return
+50.84%
10 Year Est. Return
+167.37%
AUM
$567M
AUM Growth
+$44.7M
(+8.6%)
Cap. Flow
-$3.94M
Cap. Flow
% of AUM
-0.69%
Top 10 Holdings %
Top 10 Hldgs %
63.13%
Holding
122
New
11
Increased
42
Reduced
40
Closed
7
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$20.9M |
| 2 |
iShares S&P 100 ETF
OEF
|
+$6M |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$5.02M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$3.92M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$3.19M |
Top Sells
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$9.17M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$6.82M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
+$6.05M |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
+$5.35M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$4.15M |
Sector Composition
| 1 | Technology | 1.06% |
| 2 | Financials | 0.28% |
| 3 | Healthcare | 0.24% |
| 4 | Consumer Discretionary | 0.17% |
| 5 | Industrials | 0.16% |
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