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
$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
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
51
$83.5K 0.06%
320
52
$79.8K 0.06%
307
53
$77.7K 0.06%
405
54
$74.7K 0.05%
+1,310
55
$73.5K 0.05%
483
-37
56
$73.3K 0.05%
516
57
$71.5K 0.05%
2,833
58
$71.4K 0.05%
370
59
$70.3K 0.05%
1,645
60
$69.9K 0.05%
246
61
$69.2K 0.05%
626
-190
62
$68.5K 0.05%
612
63
$64K 0.05%
3,280
+2,000
64
$63.8K 0.05%
1,050
65
$59.1K 0.04%
194
+34
66
$57.1K 0.04%
352
67
$56.5K 0.04%
980
68
$54.5K 0.04%
66
69
$52.8K 0.04%
400
70
$52.3K 0.04%
290
71
$50.3K 0.04%
1,869
+6
72
$47.6K 0.03%
340
73
$47.1K 0.03%
1,350
74
$46.7K 0.03%
400
75
$46.3K 0.03%
166
1 2
3
4 5