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
101
$18.5K 0.02%
168
+1
102
$17.8K 0.02%
952
103
$17.6K 0.02%
139
104
$16.9K 0.01%
170
+14
105
$16.8K 0.01%
172
106
$16.7K 0.01%
475
+14
107
$16.5K 0.01%
151
108
$16.2K 0.01%
320
+6
109
$15.6K 0.01%
850
110
$15.4K 0.01%
459
-9
111
$15.4K 0.01%
450
-13
112
$15.4K 0.01%
190
113
$14.7K 0.01%
761
+3
114
$14.1K 0.01%
250
115
$13.1K 0.01%
218
116
$13.1K 0.01%
126
117
$12.9K 0.01%
134
118
$12.7K 0.01%
135
119
$12.5K 0.01%
105
-20
120
$12.5K 0.01%
26
121
$11.7K 0.01%
432
-3
122
$11.7K 0.01%
59
123
$11.4K 0.01%
480
124
$11.3K 0.01%
130
125
$10.9K 0.01%
500
3 4
5
6 7