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
$121M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$297K
2
+$122K
3
+$117K
4
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$47.4K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$37.2K

Top Sells

1
+$176K
2
+$154K
3
+$52.2K
4
VUG icon
Vanguard Growth ETF
VUG
+$51.9K
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$42.6K

Sector Composition

1 Technology 4.35%
2 Real Estate 0.48%
3 Consumer Discretionary 0.46%
4 Healthcare 0.43%
5 Communication Services 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.09K ﹤0.01%
33
202
$2.02K ﹤0.01%
68
203
$1.96K ﹤0.01%
38
204
$1.85K ﹤0.01%
100
205
$1.78K ﹤0.01%
46
206
$975 ﹤0.01%
80
207
$372 ﹤0.01%
17
208
$357 ﹤0.01%
340
209
$74 ﹤0.01%
1,810
210
$58 ﹤0.01%
29
211
– –
-80
5 6 7 8
9