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
751
$853K 0.03%
17,867
-1,574
752
$853K 0.03%
10,897
-12,094
753
$850K 0.03%
4,918
-1,500
754
$846K 0.03%
5,149
-2,961
755
$846K 0.03%
1,945
+437
756
$846K 0.03%
7,769
+2,169
757
$838K 0.03%
+2,237
758
$836K 0.03%
5,408
-13,271
759
$835K 0.03%
23,436
+6,295
760
$835K 0.03%
62,489
-4,587
761
$834K 0.03%
101,346
+47,119
762
$833K 0.03%
36,289
+510
763
$832K 0.03%
+33,695
764
$829K 0.03%
6,223
+3,088
765
$829K 0.03%
+13,886
766
$828K 0.03%
+8,530
767
$826K 0.03%
36,440
+17,433
768
$823K 0.03%
+122,618
769
$821K 0.03%
44,965
+29,280
770
$818K 0.03%
+14,083
771
$817K 0.03%
+10,761
772
$816K 0.03%
10,609
+1,266
773
$812K 0.03%
33,548
-11,637
774
$810K 0.03%
26,689
-3,511
775
$809K 0.03%
+39,463
29 30
31
32 33