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
501
$703K ﹤0.01%
+18,470
502
$698K ﹤0.01%
+20,955
503
$698K ﹤0.01%
+6,937
504
$694K ﹤0.01%
+12,000
505
$692K ﹤0.01%
+5,000
506
$687K ﹤0.01%
+8,466
507
$682K ﹤0.01%
+26,200
508
$682K ﹤0.01%
+117,010
509
$679K ﹤0.01%
+3,184
510
$676K ﹤0.01%
+34,234
511
$675K ﹤0.01%
+40,440
512
$673K ﹤0.01%
+2,812
513
$667K ﹤0.01%
+28,750
514
$667K ﹤0.01%
+6,600
515
$665K ﹤0.01%
+36,098
516
$663K ﹤0.01%
+2,000
517
$662K ﹤0.01%
+20,437
518
$662K ﹤0.01%
+137,042
519
$661K ﹤0.01%
+4,875
520
$653K ﹤0.01%
+14,350
521
$649K ﹤0.01%
+11,404
522
$647K ﹤0.01%
+5,100
523
$643K ﹤0.01%
+13,375
524
$639K ﹤0.01%
+10,040
525
$635K ﹤0.01%
+13,950
19 20
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