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
251
$2.85M 0.11%
170,368
+98,336
252
$2.84M 0.11%
+345,485
253
$2.83M 0.1%
150,800
-7,624
254
$2.83M 0.1%
70,469
+11,047
255
$2.82M 0.1%
26,633
-14,459
256
$2.81M 0.1%
116,116
+9,137
257
$2.79M 0.1%
27,264
-70,457
258
$2.79M 0.1%
+35,259
259
$2.78M 0.1%
146,023
+114,854
260
$2.77M 0.1%
243,508
-9,646
261
$2.76M 0.1%
87,384
+75,024
262
$2.76M 0.1%
225,047
-78,360
263
$2.74M 0.1%
10,200
-3,302
264
$2.73M 0.1%
73,726
+15,134
265
$2.73M 0.1%
89,814
-25,646
266
$2.73M 0.1%
82,311
+69,605
267
$2.72M 0.1%
109,277
+60,776
268
$2.72M 0.1%
61,354
+56,623
269
$2.72M 0.1%
46,103
+17,790
270
$2.7M 0.1%
15,766
-62,930
271
$2.7M 0.1%
36,980
-73,766
272
$2.68M 0.1%
22,803
-15,818
273
$2.68M 0.1%
105,949
+43,234
274
$2.66M 0.1%
+211,159
275
$2.65M 0.1%
43,737
+35,962
9 10
11
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