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
601
$1.16M 0.04%
5,043
+1,564
602
$1.15M 0.04%
+110,312
603
$1.15M 0.04%
3,066
+1,597
604
$1.15M 0.04%
+159,395
605
$1.14M 0.04%
37,100
+10,596
606
$1.14M 0.04%
+7,221
607
$1.14M 0.04%
1,845
+1,466
608
$1.13M 0.04%
24,874
-22,822
609
$1.13M 0.04%
16,557
-43,475
610
$1.13M 0.04%
19,439
-10,685
611
$1.13M 0.04%
+10,362
612
$1.13M 0.04%
+30,306
613
$1.13M 0.04%
26,070
-5,430
614
$1.12M 0.04%
7,433
+2,434
615
$1.12M 0.04%
14,807
-248
616
$1.12M 0.04%
19,617
+13,717
617
$1.12M 0.04%
68,047
+41,378
618
$1.11M 0.04%
20,051
+13,566
619
$1.11M 0.04%
+38,376
620
$1.11M 0.04%
13,350
+10,723
621
$1.1M 0.04%
33,507
+16,907
622
$1.1M 0.04%
56,728
-6,519
623
$1.09M 0.04%
18,859
-21,647
624
$1.09M 0.04%
43,322
-96,373
625
$1.09M 0.04%
+63,800
23 24
25
26 27