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
926
$591K 0.02%
+35,300
927
$590K 0.02%
9,006
+5,238
928
$590K 0.02%
+1,200
929
$589K 0.02%
+4,171
930
$589K 0.02%
+108,818
931
$589K 0.02%
19,418
+5,014
932
$588K 0.02%
4,400
-1,648
933
$588K 0.02%
42,716
-52,857
934
$586K 0.02%
58,500
-40,376
935
$586K 0.02%
12,041
+8,433
936
$585K 0.02%
4,700
-9,914
937
$584K 0.02%
7,760
+2,821
938
$583K 0.02%
+5,601
939
$582K 0.02%
4,846
+811
940
$582K 0.02%
+18,642
941
$582K 0.02%
+109,113
942
$579K 0.02%
+44,772
943
$578K 0.02%
+3,410
944
$577K 0.02%
11,106
-11,552
945
$576K 0.02%
62,900
-29,432
946
$575K 0.02%
13,587
-211,415
947
$573K 0.02%
138,810
+122,090
948
$573K 0.02%
+266,380
949
$572K 0.02%
49,462
+24,230
950
$572K 0.02%
+24,000
36 37
38
39 40