JFG

JDM Financial Group Portfolio holdings

AUM $212M
1-Year Est. Return 12.83%
This Quarter Est. Return
1 Year Est. Return
+12.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$14.4M
3
+$1.95M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.95M
5
BUFF icon
Innovator Laddered Allocation Power Buffer ETF
BUFF
+$1.56M

Top Sells

1
+$4.32M
2
+$3.62M
3
+$2.87M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.88M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.78M

Sector Composition

1 Technology 3.78%
2 Consumer Discretionary 0.46%
3 Healthcare 0.37%
4 Financials 0.35%
5 Communication Services 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2K ﹤0.01%
30
252
$1.99K ﹤0.01%
+13
253
$1.93K ﹤0.01%
+12
254
$1.9K ﹤0.01%
+2
255
$1.86K ﹤0.01%
+3
256
$1.84K ﹤0.01%
+8
257
$1.82K ﹤0.01%
+63
258
$1.82K ﹤0.01%
+46
259
$1.78K ﹤0.01%
+28
260
$1.7K ﹤0.01%
+28
261
$1.7K ﹤0.01%
+13
262
$1.65K ﹤0.01%
+8
263
$1.64K ﹤0.01%
+13
264
$1.63K ﹤0.01%
+4
265
$1.62K ﹤0.01%
+8
266
$1.58K ﹤0.01%
+21
267
$1.56K ﹤0.01%
+7
268
$1.55K ﹤0.01%
+30
269
$1.53K ﹤0.01%
+16
270
$1.53K ﹤0.01%
+6
271
$1.53K ﹤0.01%
+4
272
$1.48K ﹤0.01%
+29
273
$1.42K ﹤0.01%
+3
274
$1.41K ﹤0.01%
+53
275
$1.4K ﹤0.01%
+19
9 10
11
12 13