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
801
$762K 0.03%
14,019
-4,728
802
$759K 0.03%
+30,857
803
$755K 0.03%
+137,094
804
$751K 0.03%
10,700
+6,185
805
$750K 0.03%
15,769
+4,378
806
$750K 0.03%
16,766
+9,066
807
$747K 0.03%
+76,300
808
$746K 0.03%
35,780
+18,816
809
$745K 0.03%
37,067
+18,906
810
$743K 0.03%
40,353
+10,353
811
$742K 0.03%
9,112
-16,410
812
$741K 0.03%
+22,245
813
$738K 0.03%
11,200
+5,409
814
$736K 0.03%
+41,601
815
$735K 0.03%
1,975
-1,353
816
$729K 0.03%
88,787
-555,934
817
$725K 0.03%
+37,300
818
$725K 0.03%
45,474
+36,574
819
$723K 0.03%
+2,529
820
$721K 0.03%
29,484
-95,576
821
$721K 0.03%
+9,233
822
$716K 0.03%
32,275
-19,525
823
$715K 0.03%
112,953
+63,620
824
$714K 0.03%
14,589
-4,683
825
$714K 0.03%
41,267
+5,567
31 32
33
34 35