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
$115M
AUM Growth
+$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$90.4K
2
+$79.8K
3
+$59.2K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$50.9K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$30.8K

Top Sells

1
+$274K
2
+$90.3K
3
+$51.4K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$42.6K
5
PSK icon
SPDR ICE Preferred Securities ETF
PSK
+$27.3K

Sector Composition

1 Technology 4.59%
2 Healthcare 0.44%
3 Consumer Discretionary 0.43%
4 Real Estate 0.42%
5 Energy 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$368K 0.32%
15,892
+255
27
$354K 0.31%
740
28
$293K 0.25%
12,925
+153
29
$292K 0.25%
7,511
+6
30
$273K 0.24%
2,280
31
$270K 0.23%
2,070
32
$267K 0.23%
1,877
+3
33
$258K 0.22%
911
34
$254K 0.22%
746
-125
35
$238K 0.21%
698
+1
36
$223K 0.19%
4,859
+5
37
$214K 0.19%
6,060
+1,679
38
$205K 0.18%
9,240
+127
39
$203K 0.18%
9,237
+81
40
$183K 0.16%
903
+3
41
$180K 0.16%
1,276
-27
42
$158K 0.14%
1,350
+1
43
$155K 0.13%
420
+1
44
$153K 0.13%
1,194
45
$152K 0.13%
877
46
$123K 0.11%
2,081
+20
47
$103K 0.09%
375
+1
48
$102K 0.09%
1,400
49
$93.1K 0.08%
173
50
$91.6K 0.08%
1,300
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