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
$121M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$297K
2
+$122K
3
+$117K
4
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$47.4K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$37.2K

Top Sells

1
+$176K
2
+$154K
3
+$52.2K
4
VUG icon
Vanguard Growth ETF
VUG
+$51.9K
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$42.6K

Sector Composition

1 Technology 4.35%
2 Real Estate 0.48%
3 Consumer Discretionary 0.46%
4 Healthcare 0.43%
5 Communication Services 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$88.3K 0.07%
816
+2
52
$77.4K 0.06%
320
53
$76.1K 0.06%
516
54
$73.3K 0.06%
520
55
$72.9K 0.06%
405
56
$72.8K 0.06%
307
57
$70.9K 0.06%
246
58
$70.2K 0.06%
2,833
+96
59
$63.6K 0.05%
1,645
60
$61.7K 0.05%
612
61
$58.2K 0.05%
1,050
62
$57.6K 0.05%
980
63
$55.7K 0.05%
475
64
$53.2K 0.04%
66
65
$51.6K 0.04%
352
66
$48.7K 0.04%
290
67
$47.3K 0.04%
1,863
+6
68
$46K 0.04%
400
69
$45.3K 0.04%
1,350
70
$44.1K 0.04%
282
71
$43.8K 0.04%
1,405
72
$43.6K 0.04%
400
73
$43.3K 0.04%
160
74
$43.2K 0.04%
166
75
$41.3K 0.03%
185
1 2
3
4 5