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
376
$596 ﹤0.01%
+3
377
$583 ﹤0.01%
+1
378
$582 ﹤0.01%
+3
379
$571 ﹤0.01%
+10
380
$549 ﹤0.01%
+14
381
$548 ﹤0.01%
+5
382
$543 ﹤0.01%
+2
383
$542 ﹤0.01%
+2
384
$522 ﹤0.01%
+4
385
$505 ﹤0.01%
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386
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+7
387
$488 ﹤0.01%
+2
388
$475 ﹤0.01%
+53
389
$470 ﹤0.01%
+1
390
$429 ﹤0.01%
+52
391
$420 ﹤0.01%
+2
392
$408 ﹤0.01%
17
393
$360 ﹤0.01%
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394
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396
$338 ﹤0.01%
+3
397
$322 ﹤0.01%
+16
398
$321 ﹤0.01%
+4
399
$317 ﹤0.01%
+1
400
$288 ﹤0.01%
+12
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