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
401
$1.85M 0.07%
34,559
+15,725
402
$1.84M 0.07%
14,799
-8,923
403
$1.84M 0.07%
7,502
+1,988
404
$1.83M 0.07%
148,835
+121,680
405
$1.83M 0.07%
+30,615
406
$1.82M 0.07%
+88,301
407
$1.81M 0.07%
+45,357
408
$1.81M 0.07%
+15,614
409
$1.81M 0.07%
58,873
+47,173
410
$1.8M 0.07%
113,128
-144,290
411
$1.79M 0.07%
7,280
+6,541
412
$1.78M 0.07%
301,516
+282,456
413
$1.78M 0.07%
+91,967
414
$1.78M 0.07%
+82,174
415
$1.78M 0.07%
25,600
+22,075
416
$1.78M 0.07%
15,799
-9,401
417
$1.78M 0.07%
64,900
-14,800
418
$1.77M 0.07%
+26,855
419
$1.77M 0.07%
+40,667
420
$1.77M 0.07%
29,187
+9,744
421
$1.76M 0.07%
52,594
+11,633
422
$1.76M 0.07%
831,308
+750,001
423
$1.76M 0.07%
136,528
+86,787
424
$1.76M 0.07%
139,104
+127,144
425
$1.75M 0.06%
+79,500
15 16
17
18 19