JFG

JDM Financial Group Portfolio holdings

AUM $258M
1-Year Est. Return 14.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$212M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.13%
2 Consumer Discretionary 0.46%
3 Financials 0.31%
4 Communication Services 0.29%
5 Real Estate 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$13.8K 0.01%
10
-155
152
$13.6K 0.01%
110
-18
153
$13.6K 0.01%
57
154
$13.5K 0.01%
480
155
$13.4K 0.01%
174
156
$13.4K 0.01%
483
157
$13K 0.01%
213
158
$12.9K 0.01%
83
159
$12.6K 0.01%
89
160
$12.5K 0.01%
758
+19
161
$12.5K 0.01%
110
162
$12.4K 0.01%
136
163
$12.1K 0.01%
175
164
$12K 0.01%
3,500
165
$12K 0.01%
31
+17
166
$12K 0.01%
15
167
$11.9K 0.01%
70
168
$11.7K 0.01%
15
169
$11.5K 0.01%
167
170
$11.5K 0.01%
273
171
$11.4K 0.01%
20
172
$11.3K 0.01%
126
173
$11.3K 0.01%
236
174
$11.3K 0.01%
418
175
$11.3K 0.01%
163