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
$285M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$3.66M
2 +$3.62M
3 +$2.35M
4
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$1.86M
5
NWBI icon
Northwest Bancshares
NWBI
+$1.03M

Sector Composition

1 Financials 1.07%
2 Technology 0.8%
3 Consumer Discretionary 0.4%
4 Consumer Staples 0.28%
5 Utilities 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$209K 0.07%
+1,000
52
$38.8K 0.01%
22,803
53
-2,010
54
-3,593