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 9.39%
3 Healthcare 8.68%
4 Industrials 6.29%
5 Financials 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$405K 0.01%
+7,872
627
$402K 0.01%
+60,000
628
$402K 0.01%
+17,723
629
$401K 0.01%
+7,821
630
$395K 0.01%
+548
631
$395K 0.01%
+15,376
632
$391K 0.01%
+3,588
633
$389K 0.01%
+21,537
634
$387K 0.01%
+6,436
635
$386K 0.01%
+1,831
636
$384K 0.01%
+5,961
637
$382K 0.01%
+19,810
638
$374K 0.01%
+4,896
639
$374K 0.01%
+2,034
640
$373K 0.01%
+31,607
641
$372K 0.01%
+9,724
642
$371K 0.01%
+7,425
643
$362K 0.01%
+3,643
644
$360K 0.01%
+1,359
645
$354K 0.01%
+4,483
646
$354K 0.01%
+26,404
647
$351K 0.01%
+11,530
648
$350K 0.01%
+19,399
649
$348K 0.01%
+4,857
650
$346K 0.01%
+4,745
24 25
26
27 28