JC

Jentner Corp Portfolio holdings

AUM $373M
1-Year Est. Return 10.69%
This Quarter Est. Return
1 Year Est. Return
+10.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
+$3.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Sells

1 +$218K
2 +$202K
3 +$95.9K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$19.6K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$16.1K

Sector Composition

1 Consumer Staples 0.6%
2 Consumer Discretionary 0.38%
3 Financials 0.28%
4 Technology 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$205K 0.19%
5,900
27
$201K 0.19%
+4,837
28
-7,192