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
$259M
AUM Growth
+$98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Sells

1 +$2.31M
2 +$918K
3 +$760K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$349K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$250K

Sector Composition

1 Technology 0.86%
2 Financials 0.75%
3 Consumer Discretionary 0.45%
4 Consumer Staples 0.28%
5 Utilities 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-19,674
52
-2,925