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 Buys

1
+$297K
2
+$122K
3
+$117K
4
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$47.4K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$37.2K

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%
10
178
$4.8K ﹤0.01%
50
179
$4.76K ﹤0.01%
250
180
$4.63K ﹤0.01%
20
-3
181
$4.62K ﹤0.01%
+211
182
$4.42K ﹤0.01%
18
183
$4.41K ﹤0.01%
230
184
$4.35K ﹤0.01%
100
185
$4.32K ﹤0.01%
20
186
$4.14K ﹤0.01%
14
187
$4.12K ﹤0.01%
14
188
$3.81K ﹤0.01%
50
189
$3.76K ﹤0.01%
45
190
$3.68K ﹤0.01%
50
191
$3.33K ﹤0.01%
129
192
$3.2K ﹤0.01%
45
193
$3.17K ﹤0.01%
7
194
$3.14K ﹤0.01%
100
195
$3.1K ﹤0.01%
61
196
$2.98K ﹤0.01%
30
197
$2.81K ﹤0.01%
13
198
$2.73K ﹤0.01%
45
199
$2.63K ﹤0.01%
29
200
$2.1K ﹤0.01%
33
+1
5 6 7
8
9