JFG
JDM Financial Group Portfolio holdings
AUM
$212M
This Quarter Return
+7.92%
1 Year Return
+12.83%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$104M
AUM Growth
–
Cap. Flow
+$104M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
74.72%
Holding
218
New
217
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$25.8M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$12.6M |
| 3 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$7.97M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$6.42M |
| 5 |
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% |
