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
126
$10.8K 0.01%
483
127
$10.7K 0.01%
100
128
$10.5K 0.01%
272
129
$10.4K 0.01%
105
+55
130
$10.2K 0.01%
617
+15
131
$10.1K 0.01%
89
132
$9.91K 0.01%
162
+20
133
$9.85K 0.01%
33
134
$9.55K 0.01%
150
135
$9.43K 0.01%
162
136
$9.19K 0.01%
53
137
$9.17K 0.01%
110
138
$9.1K 0.01%
37
139
$8.9K 0.01%
120
-36
140
$8.73K 0.01%
60
141
$8.55K 0.01%
101
142
$8.43K 0.01%
122
143
$8.35K 0.01%
273
+22
144
$8.33K 0.01%
18
145
$8.31K 0.01%
17
+5
146
$8.3K 0.01%
71
147
$8.26K 0.01%
70
148
$8.22K 0.01%
164
149
$8.21K 0.01%
+24
150
$8.02K 0.01%
155
-66
4 5
6
7 8