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
351
$804 ﹤0.01%
+3
352
$798 ﹤0.01%
+16
353
$781 ﹤0.01%
+12
354
$774 ﹤0.01%
+1
355
$758 ﹤0.01%
+8
356
$742 ﹤0.01%
+5
357
$733 ﹤0.01%
+3
358
$727 ﹤0.01%
+17
359
$723 ﹤0.01%
+3
360
$723 ﹤0.01%
+2
361
$722 ﹤0.01%
+3
362
$721 ﹤0.01%
+4
363
$720 ﹤0.01%
+43
364
$719 ﹤0.01%
+4
365
$711 ﹤0.01%
+3
366
$711 ﹤0.01%
+6
367
$691 ﹤0.01%
+3
368
$671 ﹤0.01%
+10
369
$648 ﹤0.01%
+2
370
$636 ﹤0.01%
+4
371
$627 ﹤0.01%
+54
372
$615 ﹤0.01%
+19
373
$614 ﹤0.01%
+30
374
$604 ﹤0.01%
+8
375
$596 ﹤0.01%
+3
13 14
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