JFG
JMG Financial Group Portfolio holdings
AUM
$3.3B
This Quarter Return
+4.88%
1 Year Return
+13.67%
3 Year Return
+48.16%
5 Year Return
+74.01%
10 Year Return
+121.78%
AUM
$842M
AUM Growth
+$842M
(+8.1%)
Cap. Flow
+$24.9M
Cap. Flow
% of AUM
2.96%
Top 10 Holdings %
Top 10 Hldgs %
77.32%
Holding
64
New
8
Increased
19
Reduced
24
Closed
1
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$9.07M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$3.54M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.42M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$3.25M |
| 5 |
iShares TIPS Bond ETF
TIP
|
$2.03M |
