JFG

Jefferies Financial Group Portfolio holdings

AUM $10.9B
1-Year Est. Return 15.76%
This Quarter Est. Return
1 Year Est. Return
+15.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.84B
AUM Growth
+$5.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,079
New
Increased
Reduced
Closed

Top Buys

1
+$750M
2
+$562M
3
+$389M
4
AAPL icon
Apple
AAPL
+$260M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$184M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 20.12%
2 Technology 9.43%
3 Healthcare 8.68%
4 Industrials 6.29%
5 Financials 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$842K 0.01%
+3,392
477
$831K 0.01%
+78,000
478
$830K 0.01%
+46,200
479
$828K 0.01%
+58,716
480
$819K 0.01%
+7,500
481
$810K 0.01%
+8,935
482
$809K 0.01%
+5,170
483
$800K 0.01%
+8,801
484
$786K 0.01%
+45,884
485
$785K 0.01%
+85,000
486
$781K 0.01%
+4,903
487
$769K 0.01%
+19,500
488
$765K 0.01%
+2,628
489
$754K 0.01%
+14,725
490
$753K 0.01%
+9,212
491
$749K 0.01%
+24,791
492
$737K 0.01%
+11,700
493
$734K 0.01%
+7,573
494
$730K 0.01%
+14,850
495
$725K 0.01%
+10,620
496
$720K 0.01%
+44,871
497
$719K 0.01%
+55,000
498
$714K ﹤0.01%
+10,554
499
$710K ﹤0.01%
+67,654
500
$706K ﹤0.01%
+23,950
18 19
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