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
676
$301K ﹤0.01%
+32,030
677
$296K ﹤0.01%
+20,121
678
$295K ﹤0.01%
+4,136
679
$292K ﹤0.01%
+35,000
680
$291K ﹤0.01%
+260,255
681
$290K ﹤0.01%
+2,476
682
$289K ﹤0.01%
+1,030
683
$288K ﹤0.01%
+9,046
684
$287K ﹤0.01%
+6,321
685
$287K ﹤0.01%
+165,100
686
$285K ﹤0.01%
+21,608
687
$282K ﹤0.01%
+27,000
688
$275K ﹤0.01%
+26,791
689
$274K ﹤0.01%
+2,445
690
$272K ﹤0.01%
+16,810
691
$272K ﹤0.01%
+3,213
692
$271K ﹤0.01%
+7,644
693
$270K ﹤0.01%
+1,781
694
$269K ﹤0.01%
+8,033
695
$266K ﹤0.01%
+3,752
696
$262K ﹤0.01%
+4,776
697
$262K ﹤0.01%
+1,886
698
$259K ﹤0.01%
+3,525
699
$256K ﹤0.01%
+1,727
700
$256K ﹤0.01%
+9,055
26 27
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