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
51
$87.3K 0.08%
1,132
+11
52
$81.2K 0.07%
814
+1
53
$78.1K 0.07%
370
54
$74.9K 0.07%
1,645
55
$74.4K 0.06%
3,022
56
$73.6K 0.06%
320
57
$67.6K 0.06%
307
58
$67K 0.06%
405
59
$65.9K 0.06%
516
+30
60
$62.9K 0.05%
520
61
$57.9K 0.05%
612
62
$54.9K 0.05%
1,050
63
$54.6K 0.05%
246
+15
64
$54.5K 0.05%
980
65
$53.8K 0.05%
475
66
$53.4K 0.05%
352
67
$51.7K 0.04%
66
68
$46.6K 0.04%
282
69
$46.2K 0.04%
400
70
$45.2K 0.04%
1,350
-815
71
$45.2K 0.04%
290
72
$44.8K 0.04%
1,851
+9
73
$44.5K 0.04%
325
74
$44.2K 0.04%
400
75
$43.5K 0.04%
1,405
-830
1 2
3
4 5