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
$108M
AUM Growth
-$6.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$202K
2
+$140K
3
+$24K
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$13.8K
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$7.8K

Top Sells

1
+$676K
2
+$368K
3
+$293K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$268K
5
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$205K

Sector Composition

1 Technology 4.39%
2 Consumer Discretionary 0.46%
3 Healthcare 0.44%
4 Energy 0.43%
5 Real Estate 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$17.3K 0.02%
952
102
$17K 0.02%
139
103
$16.7K 0.02%
481
+6
104
$16.2K 0.01%
172
105
$15.9K 0.01%
151
106
$15.7K 0.01%
250
107
$15.3K 0.01%
320
108
$15.1K 0.01%
126
109
$15.1K 0.01%
456
-3
110
$15K 0.01%
850
111
$15K 0.01%
450
112
$13.1K 0.01%
26
113
$13.1K 0.01%
761
114
$12.2K 0.01%
134
115
$12.2K 0.01%
218
116
$11.7K 0.01%
105
117
$11.3K 0.01%
59
118
$11.2K 0.01%
424
-8
119
$10.8K 0.01%
480
120
$10.8K 0.01%
130
121
$10.7K 0.01%
617
122
$10.4K 0.01%
483
123
$10.4K 0.01%
500
124
$10.2K 0.01%
162
125
$10.1K 0.01%
100
3 4
5
6 7