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
101
$5.32M 0.2%
354,890
-116,841
102
$5.3M 0.2%
26,904
+18,683
103
$5.29M 0.2%
92,538
-7,365
104
$5.13M 0.19%
+472,467
105
$5.12M 0.19%
92,633
+65,624
106
$5.06M 0.19%
102,851
+94,320
107
$5.04M 0.19%
219,318
+162,635
108
$5.01M 0.19%
35,388
+12,007
109
$4.95M 0.18%
120,248
+102,059
110
$4.94M 0.18%
27,173
+9,993
111
$4.92M 0.18%
116,211
+80,928
112
$4.91M 0.18%
15,540
+12,571
113
$4.87M 0.18%
+416,667
114
$4.86M 0.18%
86,872
+45,304
115
$4.86M 0.18%
20,190
-811
116
$4.82M 0.18%
+107,675
117
$4.79M 0.18%
166,979
+155,116
118
$4.78M 0.18%
152,232
+69,515
119
$4.74M 0.18%
23,956
+17,209
120
$4.68M 0.17%
102,901
+94,141
121
$4.66M 0.17%
11,259
-9,285
122
$4.65M 0.17%
+226,600
123
$4.63M 0.17%
23,262
+20,251
124
$4.58M 0.17%
28,723
+17,848
125
$4.57M 0.17%
49,408
+35,554
3 4
5
6 7