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
$137M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$899K
3
+$801K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$789K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$778K

Top Sells

1
+$269K
2
+$152K
3
+$131K
4
NVDA icon
NVIDIA
NVDA
+$112K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$67.8K

Sector Composition

1 Technology 3.75%
2 Consumer Discretionary 0.47%
3 Real Estate 0.46%
4 Healthcare 0.42%
5 Energy 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$5.81K ﹤0.01%
29
177
$5.68K ﹤0.01%
207
178
$5.58K ﹤0.01%
33
179
$5.58K ﹤0.01%
162
180
$5.27K ﹤0.01%
400
181
$5.25K ﹤0.01%
250
182
$5.17K ﹤0.01%
+530
183
$5.13K ﹤0.01%
14
184
$4.99K ﹤0.01%
20
185
$4.68K ﹤0.01%
230
186
$4.57K ﹤0.01%
211
187
$4.57K ﹤0.01%
50
188
$4.43K ﹤0.01%
18
189
$4.35K ﹤0.01%
14
190
$3.95K ﹤0.01%
20
191
$3.94K ﹤0.01%
45
192
$3.93K ﹤0.01%
45
193
$3.85K ﹤0.01%
100
194
$3.76K ﹤0.01%
50
195
$3.63K ﹤0.01%
50
196
$3.51K ﹤0.01%
129
197
$3.38K ﹤0.01%
13
198
$3.2K ﹤0.01%
30
199
$3.18K ﹤0.01%
7
200
$3.13K ﹤0.01%
29
5 6 7
8
9