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
1026
$492K 0.02%
3,665
-8,121
1027
$492K 0.02%
13,948
-105,493
1028
$492K 0.02%
4,068
-13,753
1029
$491K 0.02%
17,270
+7,549
1030
$491K 0.02%
9,649
+4,034
1031
$489K 0.02%
87,071
-80,564
1032
$489K 0.02%
+5,141
1033
$489K 0.02%
+12,365
1034
$487K 0.02%
+20,232
1035
$486K 0.02%
+3,800
1036
$485K 0.02%
+28,500
1037
$484K 0.02%
18,333
+342
1038
$479K 0.02%
7,660
+4,563
1039
$478K 0.02%
+15,110
1040
$477K 0.02%
1,800
-2,783
1041
$477K 0.02%
+2,333
1042
$475K 0.02%
16,229
+10,043
1043
$472K 0.02%
3,367
+1,658
1044
$472K 0.02%
+5,093
1045
$471K 0.02%
+10,000
1046
$471K 0.02%
4,447
-1,540
1047
$471K 0.02%
105,126
+81,526
1048
$471K 0.02%
50,263
+36,192
1049
$471K 0.02%
+8,749
1050
$469K 0.02%
+10,608
40 41
42
43 44