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
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
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