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
1051
$469K 0.02%
16,741
-216,871
1052
$469K 0.02%
+40,470
1053
$468K 0.02%
+6,563
1054
$468K 0.02%
+15,750
1055
$466K 0.02%
10,928
-35,842
1056
$466K 0.02%
+23,115
1057
$466K 0.02%
10,446
-1,155
1058
$465K 0.02%
+74,399
1059
$465K 0.02%
31,305
-56,298
1060
$464K 0.02%
28,588
-58,712
1061
$464K 0.02%
33,825
-268,926
1062
$464K 0.02%
+48,203
1063
$463K 0.02%
10,164
-2,243
1064
$462K 0.02%
+2,836
1065
$462K 0.02%
+12,026
1066
$461K 0.02%
29,000
+1,700
1067
$459K 0.02%
21,500
-32,347
1068
$458K 0.02%
11,173
+4,146
1069
$458K 0.02%
+4,609
1070
$455K 0.02%
+5,316
1071
$455K 0.02%
+66,945
1072
$455K 0.02%
7,700
+2,088
1073
$455K 0.02%
8,647
+1,941
1074
$452K 0.02%
+49,614
1075
$452K 0.02%
408
-7,148
41 42
43
44 45