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
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$12.6M
3
+$7.97M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$6.42M
5
VB icon
Vanguard Small-Cap ETF
VB
+$6.11M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.34%
2 Real Estate 0.58%
3 Healthcare 0.57%
4 Energy 0.43%
5 Consumer Discretionary 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$38.7K 0.04%
+443
77
$37.2K 0.04%
+325
78
$33.8K 0.03%
+160
79
$32.5K 0.03%
+377
80
$32.3K 0.03%
+213
81
$31.8K 0.03%
+456
82
$31.6K 0.03%
+185
83
$31.5K 0.03%
+207
84
$31.1K 0.03%
+602
85
$29.8K 0.03%
+594
86
$29.1K 0.03%
+140
87
$28K 0.03%
+594
88
$27.6K 0.03%
+383
89
$26.6K 0.03%
+216
90
$26.4K 0.03%
+100
91
$26.4K 0.03%
+240
92
$26.3K 0.03%
+277
93
$26.1K 0.03%
+408
94
$24.3K 0.02%
+77
95
$22.7K 0.02%
+435
96
$22.3K 0.02%
+1,550
97
$22.3K 0.02%
+533
98
$20.3K 0.02%
+280
99
$19.5K 0.02%
+124
100
$19.2K 0.02%
+465
2 3
4
5 6