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
$137M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$899K
3
+$801K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$789K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$778K

Top Sells

1
+$269K
2
+$152K
3
+$131K
4
NVDA icon
NVIDIA
NVDA
+$112K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$67.8K

Sector Composition

1 Technology 3.75%
2 Consumer Discretionary 0.47%
3 Real Estate 0.46%
4 Healthcare 0.42%
5 Energy 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$461K 0.34%
21,006
+2,315
27
$457K 0.33%
19,093
+2,104
28
$444K 0.32%
+3,061
29
$408K 0.3%
3,506
30
$383K 0.28%
689
-51
31
$378K 0.28%
2,095
32
$335K 0.24%
3,214
+1,460
33
$334K 0.24%
9,065
+1,555
34
$330K 0.24%
7,677
+1
35
$316K 0.23%
2,093
-167
36
$314K 0.23%
746
+204
37
$291K 0.21%
691
38
$262K 0.19%
4,905
+1
39
$256K 0.19%
744
40
$230K 0.17%
1,410
-120
41
$218K 0.16%
910
+2
42
$202K 0.15%
1,269
+1
43
$197K 0.14%
1,194
44
$179K 0.13%
1,354
+1
45
$133K 0.1%
2,094
46
$127K 0.09%
376
47
$127K 0.09%
173
48
$110K 0.08%
1,300
49
$101K 0.07%
1,400
50
$85.4K 0.06%
1,166
+12
1
2
3 4 5