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
976
$539K 0.02%
1,383
+866
977
$538K 0.02%
+13,663
978
$537K 0.02%
2,418
+1,399
979
$535K 0.02%
1,086
-5,168
980
$534K 0.02%
+8,375
981
$533K 0.02%
1,433
-7,572
982
$532K 0.02%
11,506
-88,338
983
$532K 0.02%
16,773
-15,871
984
$532K 0.02%
+6,933
985
$530K 0.02%
64,602
-49,198
986
$530K 0.02%
+12,034
987
$528K 0.02%
7,430
-36,720
988
$528K 0.02%
33,039
+22,039
989
$525K 0.02%
+940
990
$524K 0.02%
89,800
+71,849
991
$523K 0.02%
37,795
-19,055
992
$521K 0.02%
+19,200
993
$521K 0.02%
44,203
+30,862
994
$519K 0.02%
67,800
+29,900
995
$514K 0.02%
1,759
+480
996
$514K 0.02%
15,845
+2,191
997
$513K 0.02%
4,888
-2,112
998
$511K 0.02%
59,522
-2,221
999
$510K 0.02%
45,443
+679
1000
$510K 0.02%
49,100
-35,840
38 39
40
41 42