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
526
$635K ﹤0.01%
+4,645
527
$635K ﹤0.01%
+15,270
528
$633K ﹤0.01%
+1,350
529
$633K ﹤0.01%
+3,120
530
$631K ﹤0.01%
+3,147
531
$626K ﹤0.01%
+39,250
532
$620K ﹤0.01%
+16,400
533
$619K ﹤0.01%
+8,333
534
$619K ﹤0.01%
+2,853
535
$616K ﹤0.01%
+12,358
536
$616K ﹤0.01%
+8,250
537
$613K ﹤0.01%
+10,918
538
$612K ﹤0.01%
+17,979
539
$596K ﹤0.01%
+4,250
540
$596K ﹤0.01%
+14,455
541
$596K ﹤0.01%
+7,190
542
$591K ﹤0.01%
+3,970
543
$582K ﹤0.01%
+11,100
544
$582K ﹤0.01%
+52,200
545
$576K ﹤0.01%
+200,000
546
$575K ﹤0.01%
+8,719
547
$570K ﹤0.01%
+22,638
548
$570K ﹤0.01%
+25,000
549
$565K ﹤0.01%
+2,370
550
$564K ﹤0.01%
+14,950
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