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
551
$563K ﹤0.01%
+2,445
552
$561K ﹤0.01%
+27,622
553
$560K ﹤0.01%
+6,700
554
$556K ﹤0.01%
+15,000
555
$556K ﹤0.01%
+144,490
556
$554K ﹤0.01%
+4,872
557
$548K ﹤0.01%
+630,000
558
$546K ﹤0.01%
+1,000
559
$545K ﹤0.01%
+8,934
560
$544K ﹤0.01%
+11,000
561
$540K ﹤0.01%
+12,602
562
$537K ﹤0.01%
+8,895
563
$535K ﹤0.01%
+10,934
564
$530K ﹤0.01%
+54,330
565
$526K ﹤0.01%
+64,273
566
$524K ﹤0.01%
+13,750
567
$524K ﹤0.01%
+1,544
568
$520K ﹤0.01%
+1,684
569
$516K ﹤0.01%
+16,213
570
$513K ﹤0.01%
+35,153
571
$512K ﹤0.01%
+2,602
572
$510K ﹤0.01%
+6,775
573
$509K ﹤0.01%
+2,195
574
$503K ﹤0.01%
+22,590
575
$500K ﹤0.01%
+2,359
21 22
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