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
826
$713K 0.03%
8,585
+2,665
827
$710K 0.03%
13,408
+6,379
828
$706K 0.03%
+322,517
829
$706K 0.03%
110,687
+13,768
830
$705K 0.03%
50,666
+23,146
831
$704K 0.03%
6,487
-9,923
832
$702K 0.03%
+11,817
833
$700K 0.03%
13,537
-55,932
834
$698K 0.03%
+9,200
835
$697K 0.03%
+37,357
836
$696K 0.03%
10,660
-52,707
837
$695K 0.03%
4,591
-17,497
838
$693K 0.03%
35,138
-25,253
839
$692K 0.03%
84,025
-44,075
840
$691K 0.03%
+14,970
841
$691K 0.03%
4,960
-28,622
842
$690K 0.03%
6,812
-3,887
843
$689K 0.03%
20,784
-16,594
844
$688K 0.03%
+10,970
845
$687K 0.03%
10,500
-3,700
846
$685K 0.03%
+9,599
847
$683K 0.03%
+23,393
848
$683K 0.03%
58,400
-2,106
849
$683K 0.03%
5,697
-3,586
850
$682K 0.03%
+97,460
32 33
34
35 36