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
126
$10.6K 0.01%
+483
127
$10.5K 0.01%
+221
128
$10.3K 0.01%
+77
129
$10.1K 0.01%
+59
130
$10.1K 0.01%
+135
131
$9.92K 0.01%
+18
132
$9.82K 0.01%
+100
133
$9.69K 0.01%
+110
134
$9.61K 0.01%
+400
135
$9.53K 0.01%
+45
136
$9.41K 0.01%
+87
137
$9.06K 0.01%
+272
138
$8.94K 0.01%
+379
139
$8.78K 0.01%
+93
140
$8.65K 0.01%
+3,500
141
$8.44K 0.01%
+150
142
$8.39K 0.01%
+162
143
$8.31K 0.01%
+53
144
$8.26K 0.01%
+408
145
$8.22K 0.01%
+164
146
$8.2K 0.01%
+100
147
$7.91K 0.01%
+101
148
$7.84K 0.01%
+529
149
$7.63K 0.01%
+44
150
$7.61K 0.01%
+176
4 5
6
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