JFG
JDM Financial Group Portfolio holdings
AUM
$212M
1-Year Return
12.83%
This Quarter Return
-2.34%
1 Year Return
+12.83%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$197M
AUM Growth
+$4.64M
(+2.4%)
Cap. Flow
+$9.75M
Cap. Flow
% of AUM
4.95%
Top 10 Holdings %
Top 10 Hldgs %
72.16%
Holding
368
New
11
Increased
34
Reduced
45
Closed
50
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 3.18% |
| 2 | Consumer Discretionary | 0.43% |
| 3 | Financials | 0.34% |
| 4 | Healthcare | 0.28% |
| 5 | Communication Services | 0.27% |
