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
726
$885K 0.03%
67,490
+28,273
727
$884K 0.03%
+49,646
728
$883K 0.03%
25,000
+1,000
729
$883K 0.03%
+115,361
730
$882K 0.03%
23,143
+6,839
731
$880K 0.03%
17,687
-14,408
732
$876K 0.03%
179,134
-242
733
$875K 0.03%
28,058
+16,994
734
$874K 0.03%
23,407
-5,593
735
$872K 0.03%
15,409
-6,350
736
$872K 0.03%
16,281
+10,842
737
$871K 0.03%
84,400
-25,300
738
$871K 0.03%
14,895
+2,361
739
$868K 0.03%
103,194
-13,313
740
$867K 0.03%
251,400
+107,525
741
$867K 0.03%
+15,830
742
$867K 0.03%
81,530
-590,943
743
$865K 0.03%
26,705
-4,592
744
$864K 0.03%
168,796
+24,438
745
$863K 0.03%
53,954
+10,845
746
$863K 0.03%
118,080
+66,590
747
$862K 0.03%
35,874
+11,545
748
$861K 0.03%
62,235
-155,060
749
$858K 0.03%
+7,600
750
$856K 0.03%
+8,900
28 29
30
31 32