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
576
$1.22M 0.05%
53,378
+35,168
577
$1.21M 0.04%
24,997
-657
578
$1.21M 0.04%
21,532
-93,338
579
$1.21M 0.04%
49,400
-78,900
580
$1.2M 0.04%
39,701
-4,605
581
$1.2M 0.04%
69,600
+22,650
582
$1.2M 0.04%
31,874
+12,874
583
$1.2M 0.04%
100,706
-43,126
584
$1.2M 0.04%
+41,447
585
$1.2M 0.04%
22,224
+14,941
586
$1.2M 0.04%
53,596
-3,365
587
$1.19M 0.04%
58,322
+219
588
$1.19M 0.04%
44,074
+8,232
589
$1.18M 0.04%
35,815
-6,908
590
$1.18M 0.04%
+30,135
591
$1.18M 0.04%
15,720
+5,026
592
$1.18M 0.04%
12,529
-24,410
593
$1.18M 0.04%
61,531
-24,219
594
$1.17M 0.04%
24,631
+10,504
595
$1.17M 0.04%
87,650
-59,850
596
$1.17M 0.04%
+231,183
597
$1.17M 0.04%
+1,808
598
$1.17M 0.04%
43,748
+23,012
599
$1.17M 0.04%
28,050
+20,650
600
$1.16M 0.04%
10,381
+3,369
22 23
24
25 26