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
1101
$423K 0.02%
16,665
-4,135
1102
$421K 0.02%
+7,677
1103
$421K 0.02%
+15,209
1104
$421K 0.02%
+68,940
1105
$420K 0.02%
3,243
-2,078
1106
$418K 0.02%
22,840
-118,607
1107
$417K 0.02%
22,446
+8,664
1108
$417K 0.02%
+6,554
1109
$417K 0.02%
6,541
-226,670
1110
$416K 0.02%
5,457
+2,991
1111
$415K 0.02%
+29,600
1112
$414K 0.02%
1,523
-7,955
1113
$412K 0.02%
+16,200
1114
$412K 0.02%
+26,603
1115
$412K 0.02%
+2,400
1116
$412K 0.02%
3,620
-3,595
1117
$411K 0.02%
+11,555
1118
$410K 0.02%
59,852
-198,294
1119
$410K 0.02%
+55,988
1120
$408K 0.02%
+19,787
1121
$408K 0.02%
1,939
-2,581
1122
$408K 0.02%
+91,790
1123
$406K 0.02%
3,044
-747
1124
$405K 0.02%
24,000
+4,300
1125
$405K 0.02%
9,300
-2,000
43 44
45
46 47