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
$148M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.25M
3
+$952K
4
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$764K
5
VB icon
Vanguard Small-Cap ETF
VB
+$583K

Top Sells

1
+$452K
2
+$449K
3
+$178K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$105K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$55K

Sector Composition

1 Technology 4.29%
2 Consumer Discretionary 0.44%
3 Real Estate 0.42%
4 Communication Services 0.36%
5 Healthcare 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9.45K 0.01%
17
152
$9.29K 0.01%
71
153
$8.92K 0.01%
273
154
$8.91K 0.01%
20
155
$8.88K 0.01%
60
156
$8.81K 0.01%
50
157
$8.41K 0.01%
33
158
$8.28K 0.01%
164
159
$8.02K 0.01%
18
160
$7.92K 0.01%
110
161
$7.91K 0.01%
272
162
$7.6K 0.01%
75
163
$7.49K 0.01%
70
164
$7.45K 0.01%
75
165
$7.42K 0.01%
53
166
$7.36K 0.01%
155
167
$7.24K ﹤0.01%
175
168
$7.16K ﹤0.01%
30
169
$7.02K ﹤0.01%
90
170
$6.93K ﹤0.01%
69
171
$6.93K ﹤0.01%
45
172
$6.88K ﹤0.01%
35
173
$6.75K ﹤0.01%
10
174
$6.63K ﹤0.01%
100
175
$6.43K ﹤0.01%
84
5 6
7
8 9