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
701
$930K 0.03%
44,020
+22,237
702
$928K 0.03%
12,894
+10,372
703
$925K 0.03%
44,496
+6,758
704
$923K 0.03%
5,727
-3,330
705
$922K 0.03%
31,431
+10,131
706
$922K 0.03%
2,256
-10,767
707
$920K 0.03%
12,351
+4,913
708
$918K 0.03%
53,284
+3,105
709
$917K 0.03%
337,242
+294,631
710
$917K 0.03%
+1,056
711
$917K 0.03%
3,368
-2,245
712
$914K 0.03%
63,941
+44,544
713
$914K 0.03%
8,440
+4,115
714
$911K 0.03%
16,797
+4,494
715
$907K 0.03%
+15,413
716
$900K 0.03%
23,677
+17,577
717
$900K 0.03%
8,455
+6,500
718
$900K 0.03%
32,488
+25,208
719
$897K 0.03%
+8,589
720
$896K 0.03%
+126,164
721
$895K 0.03%
54,000
+5,853
722
$894K 0.03%
+16,900
723
$892K 0.03%
13,475
-9,834
724
$888K 0.03%
65,364
+23,617
725
$887K 0.03%
+7,882
27 28
29
30 31