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
$109M
AUM Growth
+$4.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$116K
2
+$115K
3
+$93K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$79.8K
5
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$65.4K

Top Sells

1
+$628K
2
+$580K
3
+$353K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$220K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$210K

Sector Composition

1 Technology 4.07%
2 Healthcare 0.47%
3 Real Estate 0.43%
4 Consumer Discretionary 0.42%
5 Energy 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$83.1K 0.08%
1,300
52
$78.7K 0.07%
813
+536
53
$78.6K 0.07%
370
54
$74.1K 0.07%
3,022
55
$73.5K 0.07%
2,165
56
$69.8K 0.06%
2,235
57
$69.3K 0.06%
320
58
$66.7K 0.06%
1,645
59
$64.3K 0.06%
405
60
$62.7K 0.06%
307
61
$55.8K 0.05%
231
-28
62
$55.7K 0.05%
475
63
$54.4K 0.05%
980
64
$54.1K 0.05%
520
65
$52.5K 0.05%
+1,050
66
$52.3K 0.05%
352
-90
67
$51.9K 0.05%
4,520
68
$49K 0.05%
325
69
$48.5K 0.04%
486
+30
70
$47.6K 0.04%
66
71
$46.2K 0.04%
612
72
$44.9K 0.04%
1,842
+15
73
$43.7K 0.04%
+400
74
$43.6K 0.04%
282
-190
75
$42.6K 0.04%
400
-69
1 2
3
4 5