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
951
$20.9K ﹤0.01%
1,100
-320,976
952
$20.9K ﹤0.01%
11,000
953
$19.9K ﹤0.01%
1,616
-8,528
954
$16.1K ﹤0.01%
+715
955
$13.7K ﹤0.01%
10,000
956
$12.9K ﹤0.01%
348
-12,077
957
$11.9K ﹤0.01%
+752
958
$7.11K ﹤0.01%
+669
959
$2.29K ﹤0.01%
16
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960
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39
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