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
$121M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$297K
2
+$122K
3
+$117K
4
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$47.4K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$37.2K

Top Sells

1
+$176K
2
+$154K
3
+$52.2K
4
VUG icon
Vanguard Growth ETF
VUG
+$51.9K
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$42.6K

Sector Composition

1 Technology 4.35%
2 Real Estate 0.48%
3 Consumer Discretionary 0.46%
4 Healthcare 0.43%
5 Communication Services 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$11.4K 0.01%
163
+1
127
$11.4K 0.01%
15
128
$11.3K 0.01%
483
129
$11.3K 0.01%
617
130
$10.9K 0.01%
162
131
$10.3K 0.01%
135
132
$10.1K 0.01%
17
133
$9.79K 0.01%
33
134
$9.78K 0.01%
29
135
$9.63K 0.01%
122
136
$9.5K 0.01%
150
137
$9.49K 0.01%
53
138
$9.48K 0.01%
38
+1
139
$9.33K 0.01%
101
140
$8.88K 0.01%
272
141
$8.75K 0.01%
17
142
$8.74K 0.01%
15
143
$8.62K 0.01%
20
144
$8.59K 0.01%
273
145
$8.57K 0.01%
18
146
$8.54K 0.01%
60
147
$8.53K 0.01%
110
148
$8.24K 0.01%
164
149
$8.21K 0.01%
167
150
$8.02K 0.01%
50
4 5
6
7 8