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
276
$1.4K ﹤0.01%
+3
277
$1.38K ﹤0.01%
+5
278
$1.36K ﹤0.01%
+10
279
$1.35K ﹤0.01%
+13
280
$1.35K ﹤0.01%
+13
281
$1.34K ﹤0.01%
+12
282
$1.31K ﹤0.01%
+7
283
$1.29K ﹤0.01%
+11
284
$1.29K ﹤0.01%
+7
285
$1.28K ﹤0.01%
+28
286
$1.28K ﹤0.01%
+10
287
$1.26K ﹤0.01%
+2
288
$1.24K ﹤0.01%
+36
289
$1.23K ﹤0.01%
+27
290
$1.22K ﹤0.01%
+17
291
$1.2K ﹤0.01%
+8
292
$1.18K ﹤0.01%
+8
293
$1.13K ﹤0.01%
+25
294
$1.13K ﹤0.01%
+4
295
$1.09K ﹤0.01%
+8
296
$1.09K ﹤0.01%
+12
297
$1.09K ﹤0.01%
+3
298
$1.09K ﹤0.01%
+6
299
$1.08K ﹤0.01%
+30
300
$1.08K ﹤0.01%
+14
10 11
12
13 14