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
701
$255K ﹤0.01%
+9,750
702
$253K ﹤0.01%
+41,446
703
$252K ﹤0.01%
+300,000
704
$252K ﹤0.01%
+20,470
705
$252K ﹤0.01%
+2,511
706
$251K ﹤0.01%
+1,600
707
$251K ﹤0.01%
+5,574
708
$249K ﹤0.01%
+3,767
709
$249K ﹤0.01%
+9,430
710
$248K ﹤0.01%
+5,049
711
$247K ﹤0.01%
+15,290
712
$244K ﹤0.01%
+3,316
713
$244K ﹤0.01%
+10,505
714
$243K ﹤0.01%
+3,696
715
$243K ﹤0.01%
+1,249
716
$240K ﹤0.01%
+2,344
717
$240K ﹤0.01%
+20,310
718
$240K ﹤0.01%
+5,478
719
$240K ﹤0.01%
+16,123
720
$238K ﹤0.01%
+4,535
721
$233K ﹤0.01%
+8,700
722
$231K ﹤0.01%
+25,000
723
$231K ﹤0.01%
+2,448
724
$230K ﹤0.01%
+9,100
725
$230K ﹤0.01%
+1,025
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