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
176
$5K ﹤0.01%
+58
177
$4.96K ﹤0.01%
+50
178
$4.86K ﹤0.01%
+78
179
$4.7K ﹤0.01%
+45
180
$4.67K ﹤0.01%
+100
181
$4.65K ﹤0.01%
+119
182
$4.6K ﹤0.01%
+63
183
$4.51K ﹤0.01%
+34
184
$4.29K ﹤0.01%
+50
185
$4.27K ﹤0.01%
+250
186
$4.24K ﹤0.01%
+108
187
$4.2K ﹤0.01%
+234
188
$4.14K ﹤0.01%
+50
189
$3.76K ﹤0.01%
+45
190
$3.73K ﹤0.01%
+18
191
$3.59K ﹤0.01%
+50
192
$3.53K ﹤0.01%
+60
193
$3.4K ﹤0.01%
+7
194
$3.4K ﹤0.01%
+75
195
$3.36K ﹤0.01%
+20
196
$3.23K ﹤0.01%
+14
197
$3.23K ﹤0.01%
+45
198
$3.18K ﹤0.01%
+100
199
$3.16K ﹤0.01%
+125
200
$2.56K ﹤0.01%
+45
5 6 7
8
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