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
76
$40.7K 0.04%
160
77
$39.4K 0.03%
166
78
$38.3K 0.03%
185
79
$36.6K 0.03%
377
80
$36.5K 0.03%
232
81
$36K 0.03%
443
82
$34.1K 0.03%
608
+5
83
$33K 0.03%
209
+1
84
$32.8K 0.03%
602
+6
85
$32K 0.03%
178
-38
86
$31.4K 0.03%
600
+6
87
$31.4K 0.03%
412
+4
88
$29.8K 0.03%
340
89
$28.5K 0.02%
383
90
$27.6K 0.02%
155
+55
91
$26.9K 0.02%
2,370
-2,150
92
$26.6K 0.02%
164
93
$26.2K 0.02%
240
94
$23.9K 0.02%
77
95
$23.4K 0.02%
3,500
96
$23.3K 0.02%
534
+1
97
$22.9K 0.02%
1,595
+23
98
$22.8K 0.02%
1,280
99
$20.1K 0.02%
100
100
$19.8K 0.02%
465
2 3
4
5 6