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
$119M
AUM Growth
+$4.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Sells

1 +$611K
2 +$400K
3 +$24.5K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$17.2K
5
IWC icon
iShares Micro-Cap ETF
IWC
+$14K

Sector Composition

1 Consumer Staples 0.48%
2 Technology 0.37%
3 Consumer Discretionary 0.36%
4 Financials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$238K 0.2%
4,243
-100
27
$208K 0.17%
+4,492
28
-35,959