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
126
$13K 0.01%
480
127
$12.9K 0.01%
135
128
$12.9K 0.01%
26
129
$12.6K 0.01%
100
130
$12.2K 0.01%
483
131
$11.9K 0.01%
767
132
$11.9K 0.01%
162
133
$11.7K 0.01%
15
134
$11.6K 0.01%
29
135
$11.4K 0.01%
163
136
$11.3K 0.01%
53
137
$11.3K 0.01%
150
138
$11K 0.01%
+112
139
$10.7K 0.01%
58
140
$10.6K 0.01%
60
141
$10.3K 0.01%
101
142
$10.2K 0.01%
38
143
$9.73K 0.01%
122
144
$9.73K 0.01%
20
145
$9.31K 0.01%
71
146
$9.3K 0.01%
33
147
$9.18K 0.01%
75
148
$8.89K 0.01%
273
149
$8.88K 0.01%
272
150
$8.78K 0.01%
18
4 5
6
7 8