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
1201
$359K 0.01%
26,270
-17,543
1202
$359K 0.01%
+2,123
1203
$359K 0.01%
39,701
-52,648
1204
$358K 0.01%
17,140
-15,453
1205
$358K 0.01%
2,200
+99
1206
$357K 0.01%
+26,913
1207
$357K 0.01%
+39,006
1208
$355K 0.01%
+697
1209
$353K 0.01%
3,090
-696
1210
$352K 0.01%
+55,835
1211
$352K 0.01%
+7,111
1212
$351K 0.01%
+28,388
1213
$350K 0.01%
45,153
-8,747
1214
$350K 0.01%
+35,000
1215
$349K 0.01%
+38,132
1216
$348K 0.01%
22,700
-4,106
1217
$348K 0.01%
+33,947
1218
$348K 0.01%
+21,758
1219
$346K 0.01%
3,293
+1,437
1220
$346K 0.01%
5,700
+1,303
1221
$346K 0.01%
5,983
-68,025
1222
$345K 0.01%
15,410
+9,494
1223
$345K 0.01%
31,532
+11,032
1224
$345K 0.01%
2,359
+868
1225
$344K 0.01%
21,708
+4,220
47 48
49
50 51