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
151
$8.58K 0.01%
17
152
$8.27K 0.01%
164
153
$8.19K 0.01%
90
154
$8.16K 0.01%
50
155
$7.96K 0.01%
110
156
$7.85K 0.01%
100
157
$7.74K 0.01%
155
158
$7.54K 0.01%
35
159
$7.49K 0.01%
30
160
$7.45K 0.01%
53
161
$7.34K 0.01%
+128
162
$6.9K 0.01%
30
163
$6.87K 0.01%
75
164
$6.73K ﹤0.01%
69
165
$6.68K ﹤0.01%
45
166
$6.61K ﹤0.01%
176
167
$6.53K ﹤0.01%
205
168
$6.53K ﹤0.01%
70
169
$6.47K ﹤0.01%
175
170
$6.41K ﹤0.01%
84
171
$6.22K ﹤0.01%
167
172
$6.11K ﹤0.01%
124
173
$6.11K ﹤0.01%
108
174
$6.07K ﹤0.01%
10
175
$5.85K ﹤0.01%
34
5 6
7
8 9