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
$301M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Sells

1 +$609K
2 +$434K
3 +$294K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$223K
5
BLDR icon
Builders FirstSource
BLDR
+$209K

Sector Composition

1 Financials 0.91%
2 Technology 0.85%
3 Consumer Discretionary 0.34%
4 Consumer Staples 0.26%
5 Utilities 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$205K 0.07%
4,322
+27
52
$44.5K 0.01%
22,803
53
-1,000
54
-10,812