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
626
$1.09M 0.04%
+90,993
627
$1.09M 0.04%
29,750
-43,400
628
$1.08M 0.04%
32,808
-86,744
629
$1.08M 0.04%
+19,900
630
$1.08M 0.04%
96,295
-95,181
631
$1.08M 0.04%
26,100
+13,246
632
$1.07M 0.04%
3,928
+879
633
$1.07M 0.04%
12,361
-21,856
634
$1.06M 0.04%
43,508
+23,086
635
$1.06M 0.04%
5,257
-47,438
636
$1.06M 0.04%
+15,674
637
$1.06M 0.04%
62,001
-126,281
638
$1.06M 0.04%
+65,301
639
$1.06M 0.04%
106,685
+11,982
640
$1.05M 0.04%
+37,400
641
$1.05M 0.04%
6,504
+601
642
$1.05M 0.04%
5,158
-10,805
643
$1.04M 0.04%
85,897
-110,103
644
$1.04M 0.04%
+5,100
645
$1.04M 0.04%
48,016
-103,408
646
$1.04M 0.04%
+72,223
647
$1.03M 0.04%
8,331
-18,265
648
$1.02M 0.04%
72,868
+48,546
649
$1.02M 0.04%
12,248
+8,582
650
$1.02M 0.04%
+18,375
24 25
26
27 28