JFG

Jefferies Financial Group Portfolio holdings

AUM $12.2B
1-Year Est. Return 38.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+38.49%
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
+$754M
2
+$598M
3
+$498M
4
AAPL icon
Apple
AAPL
+$286M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$191M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 20.12%
2 Technology 9.37%
3 Healthcare 8.68%
4 Industrials 6.29%
5 Financials 5.01%
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
23
24 25