JFG
JDM Financial Group Portfolio holdings
AUM
$212M
This Quarter Return
+6.55%
1 Year Return
+12.83%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$115M
AUM Growth
+$115M
(+6.1%)
Cap. Flow
-$241K
Cap. Flow
% of AUM
-0.21%
Top 10 Holdings %
Top 10 Hldgs %
74.69%
Holding
223
New
5
Increased
62
Reduced
21
Closed
13
Top Buys
| 1 |
Vanguard Real Estate ETF
VNQ
|
$90.4K |
| 2 |
Vanguard Small-Cap ETF
VB
|
$79.8K |
| 3 |
iShares Core Conservative Allocation ETF
AOK
|
$59.2K |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$50.9K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$30.8K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$274K |
| 2 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$90.3K |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$51.4K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$42.6K |
| 5 |
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% |
