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
101
$18.7K 0.02%
+162
102
$18.2K 0.02%
+139
103
$17.5K 0.02%
+167
104
$17.3K 0.02%
+107
105
$17K 0.02%
+100
106
$15.9K 0.02%
+758
107
$14.9K 0.01%
+126
108
$14.8K 0.01%
+850
109
$14.6K 0.01%
+172
110
$14.4K 0.01%
+600
111
$14.2K 0.01%
+314
112
$14.1K 0.01%
+189
113
$13.7K 0.01%
+125
114
$13.6K 0.01%
+1,141
115
$13.5K 0.01%
+450
116
$13.4K 0.01%
+406
117
$13.3K 0.01%
+445
118
$13.2K 0.01%
+952
119
$13.1K 0.01%
+88
120
$12.9K 0.01%
+190
121
$12.3K 0.01%
+58
122
$11.4K 0.01%
+204
123
$11.4K 0.01%
+122
124
$11.3K 0.01%
+151
125
$11.1K 0.01%
+133
3 4
5
6 7