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
1076
$452K 0.02%
+14,295
1077
$452K 0.02%
47,862
-17,438
1078
$450K 0.02%
38,737
-176,361
1079
$447K 0.02%
14,644
-92,348
1080
$447K 0.02%
5,061
+1,808
1081
$446K 0.02%
13,250
-9,111
1082
$444K 0.02%
+2,068
1083
$443K 0.02%
+3,449
1084
$441K 0.02%
23,998
+5,023
1085
$441K 0.02%
+92,204
1086
$440K 0.02%
111,150
-77,394
1087
$437K 0.02%
53,572
-71,928
1088
$434K 0.02%
+60,700
1089
$434K 0.02%
15,200
+7,210
1090
$434K 0.02%
+9,684
1091
$432K 0.02%
+10,031
1092
$429K 0.02%
48,113
-189,422
1093
$429K 0.02%
+1,613
1094
$428K 0.02%
2,100
-19,831
1095
$427K 0.02%
2,530
-23,339
1096
$426K 0.02%
+10,343
1097
$426K 0.02%
23,400
-4,000
1098
$425K 0.02%
+18,300
1099
$425K 0.02%
+8,986
1100
$423K 0.02%
5,760
+1,731
42 43
44
45 46