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
1151
$385K 0.01%
83,289
+51,289
1152
$384K 0.01%
4,654
-5,109
1153
$384K 0.01%
+50,552
1154
$384K 0.01%
+10,114
1155
$384K 0.01%
751
-185
1156
$383K 0.01%
6,640
-15,760
1157
$383K 0.01%
+6,438
1158
$382K 0.01%
+18,345
1159
$382K 0.01%
4,097
-19,813
1160
$381K 0.01%
157,624
-142,944
1161
$381K 0.01%
7,451
-21,025
1162
$380K 0.01%
+60,833
1163
$379K 0.01%
33,690
+3,159
1164
$378K 0.01%
2,429
-6,193
1165
$378K 0.01%
+9,636
1166
$377K 0.01%
5,392
-5,171
1167
$377K 0.01%
16,942
+5,942
1168
$377K 0.01%
39,900
-2,200
1169
$377K 0.01%
+25,695
1170
$377K 0.01%
19,441
+9,941
1171
$375K 0.01%
+8,259
1172
$375K 0.01%
9,335
+4,305
1173
$374K 0.01%
51,700
+36,379
1174
$374K 0.01%
+3,952
1175
$374K 0.01%
31,984
+14,715
45 46
47
48 49