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
101
$21.9K 0.02%
73
102
$21.1K 0.02%
168
103
$20.4K 0.01%
151
104
$19.8K 0.01%
172
105
$19.1K 0.01%
139
106
$18.8K 0.01%
481
107
$18.5K 0.01%
250
108
$18.1K 0.01%
850
109
$18K 0.01%
323
110
$17.8K 0.01%
105
111
$17.7K 0.01%
95
112
$17.7K 0.01%
456
113
$17.7K 0.01%
178
114
$17.7K 0.01%
450
115
$17.2K 0.01%
130
116
$16.1K 0.01%
89
117
$16K 0.01%
126
118
$15.3K 0.01%
622
+122
119
$15.3K 0.01%
134
120
$14.6K 0.01%
15
121
$13.8K 0.01%
424
122
$13.7K 0.01%
59
123
$13.7K 0.01%
24
+7
124
$13.3K 0.01%
218
125
$13.2K 0.01%
646
+29
3 4
5
6 7