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JC
Jentner Corp Portfolio holdings
AUM
$373M
1-Year Est. Return
10.69%
This Fund
S&P 500
1 Year Est. Return
+10.69%
AUM
$103M
AUM Growth
+$3.91M
(+4%)
Holding
27
Top Buys
| 1 | +$507K | |
| 2 | +$461K | |
| 3 | +$414K | |
| 4 |
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
|
+$265K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$201K |
Top Sells
| 1 | +$378K | |
| 2 | +$285K | |
| 3 | +$105K | |
| 4 |
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
|
+$61.7K |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$30K |
Sector Composition
| 1 | Consumer Staples | 0.64% |
| 2 | Consumer Discretionary | 0.35% |
| 3 | Financials | 0.28% |
| 4 | Technology | 0.24% |