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
151
$7.95K 0.01%
20
152
$7.91K 0.01%
60
153
$7.4K 0.01%
17
154
$7.32K 0.01%
75
155
$7.31K 0.01%
90
156
$7.17K 0.01%
176
157
$7.14K 0.01%
400
158
$7.08K 0.01%
207
+3
159
$7.05K 0.01%
95
160
$7.04K 0.01%
15
161
$6.95K 0.01%
50
162
$6.76K 0.01%
69
163
$6.75K 0.01%
100
164
$6.7K 0.01%
75
-25
165
$6.59K 0.01%
30
166
$6.52K 0.01%
9
+3
167
$6.49K 0.01%
35
+15
168
$6.2K 0.01%
51
+5
169
$5.89K 0.01%
205
170
$5.67K ﹤0.01%
175
171
$5.63K ﹤0.01%
107
+2
172
$5.56K ﹤0.01%
100
173
$5.36K ﹤0.01%
250
174
$5.34K ﹤0.01%
162
+1
175
$5.31K ﹤0.01%
58
5 6
7
8 9