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
676
$968K 0.04%
29,879
-16,614
677
$967K 0.04%
12,296
-12,392
678
$967K 0.04%
+6,654
679
$967K 0.04%
17,000
-30,262
680
$964K 0.04%
159,400
+146,815
681
$964K 0.04%
+13,623
682
$963K 0.04%
93,870
-25,621
683
$962K 0.04%
+97,413
684
$958K 0.04%
81,553
+33,136
685
$957K 0.04%
31,260
-80,136
686
$957K 0.04%
+14,172
687
$954K 0.04%
+23,095
688
$954K 0.04%
73,922
+50,948
689
$953K 0.04%
91,002
+58,247
690
$951K 0.04%
75,557
+41,857
691
$950K 0.04%
+63,684
692
$946K 0.04%
67,623
+47,182
693
$946K 0.04%
61,654
+12,623
694
$943K 0.03%
330,905
+302,535
695
$941K 0.03%
40,030
+26,998
696
$940K 0.03%
+45,590
697
$932K 0.03%
11,620
-35,606
698
$932K 0.03%
260,425
+58,718
699
$931K 0.03%
68,500
-94,400
700
$930K 0.03%
87,526
-84,616
26 27
28
29 30