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
851
$678K 0.03%
106,200
+72,419
852
$677K 0.03%
20,380
+3,690
853
$677K 0.03%
24,257
-51,143
854
$675K 0.03%
46,338
+35,055
855
$674K 0.03%
6,476
-20,119
856
$674K 0.02%
49,147
-20,064
857
$672K 0.02%
+104,253
858
$666K 0.02%
212,183
+128,442
859
$666K 0.02%
+43,500
860
$664K 0.02%
106,100
+56,400
861
$663K 0.02%
+13,936
862
$662K 0.02%
5,772
+1,849
863
$661K 0.02%
+16,200
864
$658K 0.02%
+4,993
865
$658K 0.02%
36,044
-39,998
866
$658K 0.02%
+4,000
867
$657K 0.02%
6,462
+1,502
868
$656K 0.02%
+6,788
869
$655K 0.02%
10,988
+2,258
870
$654K 0.02%
29,736
-12,574
871
$653K 0.02%
11,972
-4,164
872
$653K 0.02%
89,507
-54,252
873
$652K 0.02%
+34,989
874
$651K 0.02%
87,176
+73,055
875
$650K 0.02%
+3,549
33 34
35
36 37