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
$121M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Sells

1 +$176K
2 +$154K
3 +$52.2K
4
VUG icon
Vanguard Growth ETF
VUG
+$51.9K
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$42.6K

Sector Composition

1 Technology 4.35%
2 Real Estate 0.48%
3 Consumer Discretionary 0.46%
4 Healthcare 0.43%
5 Communication Services 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$4.93K ﹤0.01%
29
-31
177
$4.87K ﹤0.01%
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178
$4.8K ﹤0.01%
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179
$4.76K ﹤0.01%
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181
$4.62K ﹤0.01%
+211
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$4.42K ﹤0.01%
18
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$4.41K ﹤0.01%
230
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$4.35K ﹤0.01%
100
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$4.32K ﹤0.01%
20
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$3.81K ﹤0.01%
50
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$3.76K ﹤0.01%
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$3.68K ﹤0.01%
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$3.33K ﹤0.01%
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$3.2K ﹤0.01%
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$3.14K ﹤0.01%
100
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$3.1K ﹤0.01%
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$2.98K ﹤0.01%
30
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$2.81K ﹤0.01%
13
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$2.73K ﹤0.01%
45
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$2.63K ﹤0.01%
29
200
$2.1K ﹤0.01%
33
+1