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
526
$1.35M 0.05%
144,352
+131,610
527
$1.35M 0.05%
29,234
-115,936
528
$1.35M 0.05%
+33,700
529
$1.35M 0.05%
9,749
+7,486
530
$1.35M 0.05%
11,398
+7,158
531
$1.34M 0.05%
63,327
+37,773
532
$1.34M 0.05%
85,527
-282,713
533
$1.34M 0.05%
125,369
+5,945
534
$1.33M 0.05%
+26,026
535
$1.33M 0.05%
+49,217
536
$1.33M 0.05%
+11,975
537
$1.33M 0.05%
44,716
-181,764
538
$1.33M 0.05%
39,174
+24,403
539
$1.33M 0.05%
182,800
+57,513
540
$1.32M 0.05%
+19,999
541
$1.31M 0.05%
+20,431
542
$1.31M 0.05%
84,070
+68,681
543
$1.31M 0.05%
+21,384
544
$1.31M 0.05%
8,556
-11,582
545
$1.3M 0.05%
+77,433
546
$1.3M 0.05%
+16,813
547
$1.29M 0.05%
343,735
+315,890
548
$1.29M 0.05%
86,159
+32,339
549
$1.28M 0.05%
14,177
+8,615
550
$1.28M 0.05%
18,804
+15,237
20 21
22
23 24