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
576
$498K ﹤0.01%
+6,500
577
$497K ﹤0.01%
+95,200
578
$495K ﹤0.01%
+3,953
579
$493K ﹤0.01%
+20,000
580
$493K ﹤0.01%
+16,161
581
$492K ﹤0.01%
+9,646
582
$491K ﹤0.01%
+17,990
583
$488K ﹤0.01%
+10,000
584
$484K ﹤0.01%
+6,518
585
$483K ﹤0.01%
+14,357
586
$482K ﹤0.01%
+13,609
587
$481K ﹤0.01%
+20,320
588
$479K ﹤0.01%
+342,410
589
$477K ﹤0.01%
+4,000
590
$475K ﹤0.01%
+2,905
591
$475K ﹤0.01%
+74,714
592
$474K ﹤0.01%
+8,700
593
$474K ﹤0.01%
+177,549
594
$471K ﹤0.01%
+11,138
595
$468K ﹤0.01%
+5,430
596
$467K ﹤0.01%
+13,761
597
$466K ﹤0.01%
+7,455
598
$465K ﹤0.01%
+1,377
599
$464K ﹤0.01%
+7,610
600
$460K ﹤0.01%
+1,856
22 23
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