JFG
JDM Financial Group Portfolio holdings
AUM
$212M
1-Year Return
12.83%
This Quarter Return
+8.89%
1 Year Return
+12.83%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$212M
AUM Growth
+$14.9M
(+7.5%)
Cap. Flow
-$1.41M
Cap. Flow
% of AUM
-0.67%
Top 10 Holdings %
Top 10 Hldgs %
72.25%
Holding
314
New
14
Increased
40
Reduced
30
Closed
51
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 3.13% |
| 2 | Consumer Discretionary | 0.46% |
| 3 | Financials | 0.31% |
| 4 | Communication Services | 0.29% |
| 5 | Real Estate | 0.27% |
