JF

Jump Financial Portfolio holdings

AUM $7.85B
1-Year Est. Return 23.77%
This Quarter Est. Return
1 Year Est. Return
+23.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.69B
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,379
New
Increased
Reduced
Closed

Top Buys

1
+$40.2M
2
+$25.4M
3
+$25.2M
4
NEE icon
NextEra Energy
NEE
+$16.7M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$16.3M

Top Sells

1
+$26M
2
+$21.8M
3
+$15.6M
4
IR icon
Ingersoll Rand
IR
+$14.4M
5
V icon
Visa
V
+$11.9M

Sector Composition

1 Technology 13.95%
2 Healthcare 12.79%
3 Industrials 11.63%
4 Consumer Discretionary 11.51%
5 Financials 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.1M 0.11%
+332,488
227
$3.08M 0.11%
+73,259
228
$3.07M 0.11%
114,433
+86,807
229
$3.07M 0.11%
+15,100
230
$3.05M 0.11%
73,855
+56,307
231
$3.05M 0.11%
63,117
+39,486
232
$3.02M 0.11%
40,800
+18,770
233
$3.02M 0.11%
216,563
+30,578
234
$3.01M 0.11%
183,282
-142,808
235
$2.99M 0.11%
215,788
+83,847
236
$2.99M 0.11%
15,005
+13,272
237
$2.97M 0.11%
65,714
-4,898
238
$2.96M 0.11%
18,238
+16,434
239
$2.95M 0.11%
56,728
+53
240
$2.94M 0.11%
236,682
+102,682
241
$2.94M 0.11%
140,161
-238,462
242
$2.93M 0.11%
+54,700
243
$2.92M 0.11%
79,544
+33,544
244
$2.92M 0.11%
27,223
+19,747
245
$2.91M 0.11%
28,960
+930
246
$2.9M 0.11%
+57,737
247
$2.89M 0.11%
223,905
+202,691
248
$2.89M 0.11%
237,389
+153,282
249
$2.89M 0.11%
99,645
-1,439
250
$2.87M 0.11%
404,913
+319,037
8 9
10
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