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
501
$1.42M 0.05%
+67,153
502
$1.42M 0.05%
12,336
+1,542
503
$1.42M 0.05%
134,601
-58,558
504
$1.41M 0.05%
+47,476
505
$1.41M 0.05%
47,491
+19,415
506
$1.41M 0.05%
42,949
+5,548
507
$1.4M 0.05%
+51,125
508
$1.4M 0.05%
74,277
-82,004
509
$1.39M 0.05%
54,257
+39,744
510
$1.39M 0.05%
+7,070
511
$1.39M 0.05%
+43,098
512
$1.39M 0.05%
55,657
-9,510
513
$1.39M 0.05%
45,291
+25,688
514
$1.38M 0.05%
16,168
+14,024
515
$1.37M 0.05%
59,973
+10,953
516
$1.37M 0.05%
49,212
-20,388
517
$1.37M 0.05%
+39,500
518
$1.37M 0.05%
+9,963
519
$1.37M 0.05%
78,768
-24,742
520
$1.37M 0.05%
+59,596
521
$1.36M 0.05%
3,970
+1,584
522
$1.36M 0.05%
+471,400
523
$1.36M 0.05%
84,924
+11,706
524
$1.36M 0.05%
96,800
+86,040
525
$1.36M 0.05%
+27,713
19 20
21
22 23