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
$115M
AUM Growth
+$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$90.4K
2
+$79.8K
3
+$59.2K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$50.9K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$30.8K

Top Sells

1
+$274K
2
+$90.3K
3
+$51.4K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$42.6K
5
PSK icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$5.21K ﹤0.01%
30
177
$5.02K ﹤0.01%
45
178
$4.96K ﹤0.01%
80
179
$4.86K ﹤0.01%
34
180
$4.8K ﹤0.01%
23
181
$4.41K ﹤0.01%
+10
182
$4.09K ﹤0.01%
50
183
$4.02K ﹤0.01%
223
+9
184
$4K ﹤0.01%
119
+8
185
$3.94K ﹤0.01%
61
186
$3.88K ﹤0.01%
20
-25
187
$3.68K ﹤0.01%
18
188
$3.65K ﹤0.01%
30
189
$3.63K ﹤0.01%
50
190
$3.46K ﹤0.01%
45
191
$3.44K ﹤0.01%
+14
192
$3.42K ﹤0.01%
14
193
$3.22K ﹤0.01%
7
194
$3.1K ﹤0.01%
45
195
$2.7K ﹤0.01%
67
196
$2.68K ﹤0.01%
100
197
$2.65K ﹤0.01%
20
-21
198
$2.56K ﹤0.01%
167
199
$2.55K ﹤0.01%
+13
200
$2.16K ﹤0.01%
33
5 6 7
8
9