JFG

JDM Financial Group Portfolio holdings

AUM $239M
1-Year Est. Return 13.04%
This Quarter Est. Return
1 Year Est. Return
+13.04%
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
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.88M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$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
301
$1.08K ﹤0.01%
+8
302
$1.07K ﹤0.01%
+46
303
$1.07K ﹤0.01%
+8
304
$1.07K ﹤0.01%
+20
305
$1.05K ﹤0.01%
+1
306
$1.05K ﹤0.01%
+13
307
$1.04K ﹤0.01%
+10
308
$1.04K ﹤0.01%
+28
309
$1.04K ﹤0.01%
+3
310
$1.04K ﹤0.01%
+3
311
$1.04K ﹤0.01%
+16
312
$1.03K ﹤0.01%
+52
313
$1.02K ﹤0.01%
+14
314
$1.02K ﹤0.01%
+7
315
$1.01K ﹤0.01%
+2
316
$1K ﹤0.01%
+7
317
$1K ﹤0.01%
+10
318
$1K ﹤0.01%
+10
319
$985 ﹤0.01%
+23
320
$971 ﹤0.01%
+3
321
$970 ﹤0.01%
100
322
$965 ﹤0.01%
+19
323
$954 ﹤0.01%
+5
324
$953 ﹤0.01%
+14
325
$951 ﹤0.01%
+4
11 12
13
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