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
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$12.6M
3
+$7.97M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$6.42M
5
VB icon
Vanguard Small-Cap ETF
VB
+$6.11M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.34%
2 Real Estate 0.58%
3 Healthcare 0.57%
4 Energy 0.43%
5 Consumer Discretionary 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.53K ﹤0.01%
+66
202
$2.5K ﹤0.01%
+20
203
$2.49K ﹤0.01%
+79
204
$2.34K ﹤0.01%
+46
205
$2.33K ﹤0.01%
+33
206
$1.94K ﹤0.01%
+25
207
$1.75K ﹤0.01%
+32
208
$1.72K ﹤0.01%
+38
209
$1.3K ﹤0.01%
+39
210
$1.14K ﹤0.01%
+50
211
$930 ﹤0.01%
+80
212
$806 ﹤0.01%
+100
213
$590 ﹤0.01%
+2
214
$273 ﹤0.01%
+28
215
$217 ﹤0.01%
+340
216
$77 ﹤0.01%
+1
217
$36 ﹤0.01%
+29
218
– –
0
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9