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
76
$45.8K 0.03%
185
77
$45.3K 0.03%
1,405
78
$44.5K 0.03%
282
79
$41.8K 0.03%
443
80
$41.7K 0.03%
377
81
$41.6K 0.03%
3,500
82
$38.1K 0.03%
213
+1
83
$37.3K 0.03%
618
+1
84
$36.6K 0.03%
232
85
$36.2K 0.03%
617
+2
86
$36.1K 0.03%
599
-1
87
$34.2K 0.02%
325
88
$32.6K 0.02%
632
+98
89
$32K 0.02%
383
90
$31.9K 0.02%
155
91
$31.3K 0.02%
100
92
$31K 0.02%
178
93
$29.9K 0.02%
164
94
$29.5K 0.02%
77
95
$28.2K 0.02%
2,370
96
$27.7K 0.02%
225
-250
97
$27.3K 0.02%
240
98
$27K 0.02%
465
99
$25.5K 0.02%
1,673
+24
100
$22.1K 0.02%
952
2 3
4
5 6