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
$148M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.25M
3
+$952K
4
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$764K
5
VB icon
Vanguard Small-Cap ETF
VB
+$583K

Top Sells

1
+$452K
2
+$449K
3
+$178K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$105K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$55K

Sector Composition

1 Technology 4.29%
2 Consumer Discretionary 0.44%
3 Real Estate 0.42%
4 Communication Services 0.36%
5 Healthcare 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$27.6K 0.02%
465
102
$27.4K 0.02%
2,370
103
$27.2K 0.02%
225
104
$26.5K 0.02%
77
105
$25K 0.02%
1,700
+27
106
$24.9K 0.02%
240
107
$22.8K 0.02%
151
108
$22.5K 0.02%
73
109
$20.9K 0.01%
105
110
$20.9K 0.01%
130
111
$20.4K 0.01%
172
112
$20.3K 0.01%
168
113
$19.4K 0.01%
481
114
$19.1K 0.01%
139
115
$18.9K 0.01%
850
116
$18.5K 0.01%
456
117
$18.3K 0.01%
450
118
$18.1K 0.01%
330
+7
119
$17.7K 0.01%
178
120
$17.5K 0.01%
250
121
$17.5K 0.01%
+334
122
$15.4K 0.01%
15
123
$14.7K 0.01%
134
124
$14.4K 0.01%
89
125
$14.4K 0.01%
126
3 4
5
6 7