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
151
$7.59K 0.01%
+75
152
$7.42K 0.01%
+14
153
$7.39K 0.01%
+43
154
$7.27K 0.01%
+130
155
$7.17K 0.01%
+30
156
$7K 0.01%
+20
157
$7K 0.01%
+50
158
$6.98K 0.01%
+92
159
$6.96K 0.01%
+69
160
$6.95K 0.01%
+71
161
$6.9K 0.01%
+100
162
$6.52K 0.01%
+75
163
$6.37K 0.01%
+200
164
$5.97K 0.01%
+70
165
$5.83K 0.01%
+175
166
$5.76K 0.01%
+89
167
$5.63K 0.01%
+30
168
$5.49K 0.01%
+15
169
$5.43K 0.01%
+17
170
$5.39K 0.01%
+30
171
$5.31K 0.01%
+23
172
$5.18K 0.01%
+80
173
$5.17K ﹤0.01%
+105
174
$5.16K ﹤0.01%
+38
175
$5.11K ﹤0.01%
+156
5 6
7
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