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
651
$346K ﹤0.01%
+27,936
652
$344K ﹤0.01%
+6,317
653
$344K ﹤0.01%
+1,977
654
$344K ﹤0.01%
+150,000
655
$342K ﹤0.01%
+4,912
656
$341K ﹤0.01%
+35,329
657
$334K ﹤0.01%
+14,750
658
$332K ﹤0.01%
+8,727
659
$331K ﹤0.01%
+3,713
660
$330K ﹤0.01%
+15,674
661
$328K ﹤0.01%
+45,000
662
$326K ﹤0.01%
+8,372
663
$325K ﹤0.01%
+8,916
664
$324K ﹤0.01%
+2,138,430
665
$323K ﹤0.01%
+6,206
666
$323K ﹤0.01%
7,995
667
$323K ﹤0.01%
+1,048
668
$321K ﹤0.01%
+4,752
669
$319K ﹤0.01%
+3,532
670
$318K ﹤0.01%
+192,452
671
$317K ﹤0.01%
+6,717
672
$311K ﹤0.01%
+3,289
673
$311K ﹤0.01%
+1,851
674
$311K ﹤0.01%
+16,015
675
$308K ﹤0.01%
+5,555
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