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
$184M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$14.4M
3
+$1.95M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.95M
5
BUFF icon
Innovator Laddered Allocation Power Buffer ETF
BUFF
+$1.56M

Top Sells

1
+$4.32M
2
+$3.62M
3
+$2.87M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.88M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.78M

Sector Composition

1 Technology 3.78%
2 Consumer Discretionary 0.46%
3 Healthcare 0.37%
4 Financials 0.35%
5 Communication Services 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$19.6K 0.01%
115
+10
127
$19.5K 0.01%
456
128
$19.3K 0.01%
268
+50
129
$19.2K 0.01%
330
130
$18.9K 0.01%
450
131
$18.4K 0.01%
72
+5
132
$18.1K 0.01%
334
133
$17.7K 0.01%
178
134
$17.4K 0.01%
106
+17
135
$17.4K 0.01%
+84
136
$16.7K 0.01%
34
+5
137
$16.7K 0.01%
+150
138
$16.6K 0.01%
+173
139
$15.9K 0.01%
+277
140
$15.5K 0.01%
424
141
$15.4K 0.01%
+108
142
$15.1K 0.01%
58
143
$15K 0.01%
59
144
$14.5K 0.01%
138
+12
145
$14.3K 0.01%
+200
146
$14K 0.01%
163
147
$13.7K 0.01%
65
+36
148
$13.5K 0.01%
100
149
$13.4K 0.01%
44
+11
150
$13.3K 0.01%
512
4 5
6
7 8