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
601
$459K ﹤0.01%
+1,721
602
$458K ﹤0.01%
+10,120
603
$457K ﹤0.01%
+7,727
604
$455K ﹤0.01%
+9,293
605
$451K ﹤0.01%
+32,087
606
$449K ﹤0.01%
+3,488
607
$444K ﹤0.01%
+5,135
608
$442K ﹤0.01%
+85,868
609
$441K ﹤0.01%
+13,705
610
$441K ﹤0.01%
+3,250
611
$436K ﹤0.01%
+120,651
612
$435K ﹤0.01%
+2,977
613
$433K ﹤0.01%
+23,800
614
$431K ﹤0.01%
+289,745
615
$431K ﹤0.01%
+3,036
616
$428K ﹤0.01%
+2,444
617
$424K ﹤0.01%
+25,000
618
$424K ﹤0.01%
+3,920
619
$422K ﹤0.01%
+72,235
620
$419K ﹤0.01%
+1,179
621
$417K ﹤0.01%
+12,733
622
$415K ﹤0.01%
+51,000
623
$415K ﹤0.01%
+13,977
624
$414K ﹤0.01%
+50,000
625
$412K ﹤0.01%
+32,511
23 24
25
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