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
$108M
AUM Growth
-$6.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$202K
2
+$140K
3
+$24K
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$13.8K
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$7.8K

Top Sells

1
+$676K
2
+$368K
3
+$293K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$268K
5
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$205K

Sector Composition

1 Technology 4.39%
2 Consumer Discretionary 0.46%
3 Healthcare 0.44%
4 Energy 0.43%
5 Real Estate 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.57K ﹤0.01%
34
177
$4.56K ﹤0.01%
50
-55
178
$4.26K ﹤0.01%
250
179
$3.98K ﹤0.01%
230
+7
180
$3.94K ﹤0.01%
50
181
$3.82K ﹤0.01%
14
182
$3.81K ﹤0.01%
100
183
$3.77K ﹤0.01%
10
184
$3.67K ﹤0.01%
18
185
$3.55K ﹤0.01%
167
186
$3.49K ﹤0.01%
50
187
$3.38K ﹤0.01%
14
188
$3.36K ﹤0.01%
61
189
$3.3K ﹤0.01%
45
190
$3.29K ﹤0.01%
20
191
$3.14K ﹤0.01%
45
192
$3.1K ﹤0.01%
30
193
$3.07K ﹤0.01%
+129
194
$2.86K ﹤0.01%
7
195
$2.79K ﹤0.01%
100
196
$2.58K ﹤0.01%
45
-50
197
$2.44K ﹤0.01%
+29
198
$2.43K ﹤0.01%
13
199
$2.13K ﹤0.01%
68
+1
200
$2.01K ﹤0.01%
46
5 6 7
8
9