JFG

Jefferies Financial Group Portfolio holdings

AUM $8.2B
1-Year Est. Return 41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.9B
AUM Growth
+$4.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,399
New
Increased
Reduced
Closed

Top Buys

1
+$1.57B
2
+$634M
3
+$226M
4
LLY icon
Eli Lilly
LLY
+$217M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$184M

Top Sells

1
+$147M
2
+$60.1M
3
+$51.9M
4
TTWO icon
Take-Two Interactive
TTWO
+$51.2M
5
TGI
Triumph Group
TGI
+$50.2M

Sector Composition

1 Financials 15.24%
2 Healthcare 12.29%
3 Technology 9.29%
4 Consumer Staples 5.39%
5 Industrials 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$588K 0.01%
4,021
-44,936
677
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+36,362
678
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30,320
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679
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680
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681
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2,034
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682
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683
$581K 0.01%
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684
$578K 0.01%
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688
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690
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30,000
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$539K ﹤0.01%
4,900
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699
$534K ﹤0.01%
325,625
+8,000
700
$533K ﹤0.01%
+34,400
26 27
28
29 30