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
951
$572K 0.02%
24,875
+9,352
952
$570K 0.02%
27,379
+379
953
$569K 0.02%
27,288
-50,401
954
$568K 0.02%
16,900
+1,692
955
$567K 0.02%
+7,151
956
$566K 0.02%
67,793
-53,040
957
$565K 0.02%
11,330
-43,511
958
$564K 0.02%
15,365
+5,838
959
$561K 0.02%
45,634
+6,824
960
$561K 0.02%
52,600
-59,728
961
$559K 0.02%
+3,413
962
$558K 0.02%
+107,180
963
$558K 0.02%
11,159
+5,118
964
$558K 0.02%
+29,500
965
$558K 0.02%
+102,345
966
$558K 0.02%
+20,583
967
$553K 0.02%
36,925
+1,579
968
$552K 0.02%
9,415
-37,194
969
$552K 0.02%
+53,571
970
$548K 0.02%
27,218
-16,824
971
$545K 0.02%
+38,735
972
$544K 0.02%
15,804
+3,278
973
$544K 0.02%
6,256
-3,547
974
$542K 0.02%
3,205
+65
975
$540K 0.02%
11,000
-4,648
37 38
39
40 41