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
$109M
AUM Growth
+$3.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Sells

1 +$309K
2 +$30.2K
3 +$17.3K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$12.6K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$9.51K

Sector Composition

1 Consumer Staples 0.61%
2 Consumer Discretionary 0.38%
3 Financials 0.28%
4 Technology 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$215K 0.2%
4,687
-150
27
$211K 0.19%
5,900