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
901
$619K 0.02%
18,000
-149
902
$619K 0.02%
34,772
+23,529
903
$618K 0.02%
1,404
+863
904
$617K 0.02%
64,846
+17,291
905
$616K 0.02%
+58,823
906
$616K 0.02%
+5,015
907
$615K 0.02%
+2,327
908
$611K 0.02%
+80,244
909
$610K 0.02%
+1,845
910
$610K 0.02%
+21,777
911
$610K 0.02%
+6,185
912
$607K 0.02%
+3,820
913
$606K 0.02%
31,428
+19,078
914
$606K 0.02%
+17,980
915
$605K 0.02%
11,469
+7,473
916
$601K 0.02%
+56,369
917
$599K 0.02%
6,131
-4,678
918
$598K 0.02%
22,788
-3,254
919
$596K 0.02%
+9,595
920
$595K 0.02%
10,875
+875
921
$594K 0.02%
18,860
+5,471
922
$593K 0.02%
57,710
+43,710
923
$592K 0.02%
36,722
-327,139
924
$591K 0.02%
+16,454
925
$591K 0.02%
35,438
+21,070
35 36
37
38 39