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
76
$6.09M 0.23%
48,700
+39,565
77
$6.07M 0.22%
65,280
+58,007
78
$5.97M 0.22%
24,869
+10,249
79
$5.97M 0.22%
+106,747
80
$5.92M 0.22%
137,290
-39,768
81
$5.86M 0.22%
31,718
+24,979
82
$5.84M 0.22%
219,042
-18,929
83
$5.79M 0.21%
64,704
+40,331
84
$5.76M 0.21%
313,642
+303,097
85
$5.75M 0.21%
386,441
-9,378
86
$5.72M 0.21%
234,254
+146,462
87
$5.63M 0.21%
+98,365
88
$5.58M 0.21%
1,224,300
+1,048,800
89
$5.56M 0.21%
58,300
-19,902
90
$5.56M 0.21%
176,000
+1,053
91
$5.53M 0.2%
212,801
+202,086
92
$5.51M 0.2%
64,217
+57,317
93
$5.51M 0.2%
203,000
-253,285
94
$5.5M 0.2%
53,500
+50,333
95
$5.49M 0.2%
38,753
+32,687
96
$5.48M 0.2%
33,350
+29,238
97
$5.45M 0.2%
20,700
+18,727
98
$5.44M 0.2%
70,893
+60,604
99
$5.42M 0.2%
119,400
+13,632
100
$5.35M 0.2%
131,665
+117,675
2 3
4
5 6