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
$148M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.25M
3
+$952K
4
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$764K
5
VB icon
Vanguard Small-Cap ETF
VB
+$583K

Top Sells

1
+$452K
2
+$449K
3
+$178K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$105K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$55K

Sector Composition

1 Technology 4.29%
2 Consumer Discretionary 0.44%
3 Real Estate 0.42%
4 Communication Services 0.36%
5 Healthcare 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$6.34K ﹤0.01%
205
177
$6.16K ﹤0.01%
110
+2
178
$6.11K ﹤0.01%
124
179
$6.1K ﹤0.01%
30
180
$6.09K ﹤0.01%
176
181
$5.96K ﹤0.01%
34
182
$5.87K ﹤0.01%
29
183
$5.72K ﹤0.01%
33
184
$5.41K ﹤0.01%
163
+1
185
$5.36K ﹤0.01%
207
186
$5.32K ﹤0.01%
90
-32
187
$5.07K ﹤0.01%
230
188
$5.04K ﹤0.01%
167
189
$5K ﹤0.01%
20
190
$4.96K ﹤0.01%
+79
191
$4.92K ﹤0.01%
250
192
$4.74K ﹤0.01%
400
193
$4.66K ﹤0.01%
14
194
$4.52K ﹤0.01%
17
-21
195
$4.29K ﹤0.01%
14
196
$4.26K ﹤0.01%
211
197
$4.07K ﹤0.01%
18
198
$4.02K ﹤0.01%
45
199
$3.89K ﹤0.01%
50
200
$3.89K ﹤0.01%
20
6 7
8
9 10