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
$184M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$14.4M
3
+$1.95M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.95M
5
BUFF icon
Innovator Laddered Allocation Power Buffer ETF
BUFF
+$1.56M

Top Sells

1
+$4.32M
2
+$3.62M
3
+$2.87M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.88M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.78M

Sector Composition

1 Technology 3.78%
2 Consumer Discretionary 0.46%
3 Healthcare 0.37%
4 Financials 0.35%
5 Communication Services 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$10.1K 0.01%
170
177
$9.97K 0.01%
64
+4
178
$9.95K 0.01%
187
+32
179
$9.93K 0.01%
14
+4
180
$9.71K 0.01%
+252
181
$9.2K 0.01%
98
+8
182
$8.91K ﹤0.01%
135
183
$8.83K ﹤0.01%
40
+5
184
$8.62K ﹤0.01%
70
185
$8.6K ﹤0.01%
272
186
$8.48K ﹤0.01%
+120
187
$8.34K ﹤0.01%
53
188
$8.32K ﹤0.01%
164
189
$8.29K ﹤0.01%
207
190
$8.19K ﹤0.01%
202
+26
191
$7.82K ﹤0.01%
20
+6
192
$7.62K ﹤0.01%
39
+6
193
$7.58K ﹤0.01%
175
194
$7.53K ﹤0.01%
100
195
$7.32K ﹤0.01%
45
196
$7.23K ﹤0.01%
26
+6
197
$7.22K ﹤0.01%
400
198
$7.02K ﹤0.01%
30
199
$6.97K ﹤0.01%
84
200
$6.82K ﹤0.01%
167
6 7
8
9 10