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
326
$949 ﹤0.01%
+8
327
$948 ﹤0.01%
+5
328
$945 ﹤0.01%
+23
329
$936 ﹤0.01%
+12
330
$935 ﹤0.01%
+6
331
$931 ﹤0.01%
+12
332
$925 ﹤0.01%
+1
333
$913 ﹤0.01%
+26
334
$899 ﹤0.01%
+2
335
$895 ﹤0.01%
+8
336
$894 ﹤0.01%
+4
337
$893 ﹤0.01%
+3
338
$891 ﹤0.01%
+5
339
$884 ﹤0.01%
+10
340
$882 ﹤0.01%
+3
341
$879 ﹤0.01%
+38
342
$854 ﹤0.01%
+11
343
$849 ﹤0.01%
+17
344
$849 ﹤0.01%
+13
345
$843 ﹤0.01%
+22
346
$839 ﹤0.01%
+20
347
$835 ﹤0.01%
+2
348
$823 ﹤0.01%
+14
349
$821 ﹤0.01%
+3
350
$809 ﹤0.01%
+5
12 13
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15 16