JFG
JDM Financial Group Portfolio holdings
AUM
$212M
This Quarter Return
+10.96%
1 Year Return
+12.83%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$121M
AUM Growth
+$121M
(+11%)
Cap. Flow
+$282K
Cap. Flow
% of AUM
0.23%
Top 10 Holdings %
Top 10 Hldgs %
74.93%
Holding
211
New
2
Increased
41
Reduced
10
Closed
1
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$176K |
| 2 |
Apple
AAPL
|
$154K |
| 3 |
Vanguard Value ETF
VTV
|
$52.2K |
| 4 |
Vanguard Growth ETF
VUG
|
$51.9K |
| 5 |
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% |
