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
$108M
AUM Growth
-$6.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$202K
2
+$140K
3
+$24K
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$13.8K
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$7.8K

Top Sells

1
+$676K
2
+$368K
3
+$293K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$268K
5
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$205K

Sector Composition

1 Technology 4.39%
2 Consumer Discretionary 0.46%
3 Healthcare 0.44%
4 Energy 0.43%
5 Real Estate 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$70.9K 0.07%
370
52
$68.6K 0.06%
320
53
$68.6K 0.06%
520
54
$66.1K 0.06%
246
55
$65.5K 0.06%
2,737
-285
56
$65.2K 0.06%
307
57
$64.6K 0.06%
405
58
$62.1K 0.06%
1,645
59
$60.5K 0.06%
516
60
$53.1K 0.05%
612
61
$52.4K 0.05%
1,050
62
$51.3K 0.05%
352
63
$51.1K 0.05%
475
64
$49.2K 0.05%
980
65
$47.9K 0.04%
66
66
$43.8K 0.04%
282
67
$43.8K 0.04%
1,350
68
$43.8K 0.04%
1,857
+6
69
$43.7K 0.04%
325
70
$43.1K 0.04%
290
71
$42.5K 0.04%
400
72
$42.4K 0.04%
1,405
73
$41.2K 0.04%
400
74
$40K 0.04%
443
75
$39.5K 0.04%
160
1 2
3
4 5