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
1176
$373K 0.01%
5,407
+2,702
1177
$373K 0.01%
+9,728
1178
$373K 0.01%
6,150
-147,195
1179
$371K 0.01%
+9,800
1180
$370K 0.01%
+3,174
1181
$369K 0.01%
+4,073
1182
$369K 0.01%
+30,201
1183
$369K 0.01%
+11,496
1184
$367K 0.01%
2,851
-50,223
1185
$367K 0.01%
+7,112
1186
$366K 0.01%
12,028
-7,981
1187
$365K 0.01%
3,781
-6,030
1188
$364K 0.01%
10,177
+2,875
1189
$364K 0.01%
+6,100
1190
$363K 0.01%
18,492
+7,592
1191
$363K 0.01%
+24,713
1192
$362K 0.01%
4,171
+1,160
1193
$362K 0.01%
+29,896
1194
$362K 0.01%
12,900
+900
1195
$361K 0.01%
+2,527
1196
$361K 0.01%
+30,083
1197
$361K 0.01%
+8,685
1198
$360K 0.01%
+5,318
1199
$360K 0.01%
10,300
-11,822
1200
$359K 0.01%
+24,673
46 47
48
49 50