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
1226
$343K 0.01%
9,029
+5,707
1227
$343K 0.01%
+4,005
1228
$339K 0.01%
22,284
-35,616
1229
$339K 0.01%
27,323
+16,555
1230
$339K 0.01%
9,702
-4,456
1231
$339K 0.01%
3,024
-12,477
1232
$337K 0.01%
12,325
-21,558
1233
$337K 0.01%
161,355
+145,743
1234
$337K 0.01%
1,040
-9,920
1235
$336K 0.01%
+7,404
1236
$334K 0.01%
19,559
+859
1237
$334K 0.01%
4,132
-2,114
1238
$333K 0.01%
15,900
-500
1239
$333K 0.01%
7,965
-39,632
1240
$333K 0.01%
66,400
+24,700
1241
$331K 0.01%
+20,600
1242
$331K 0.01%
3,881
-6,100
1243
$330K 0.01%
28,000
-110,500
1244
$330K 0.01%
1,815
-30,061
1245
$330K 0.01%
+2,621
1246
$329K 0.01%
13,111
-8,198
1247
$329K 0.01%
139,863
+71,263
1248
$328K 0.01%
3,269
-9,319
1249
$326K 0.01%
636
-10,639
1250
$326K 0.01%
26,638
-49,262
48 49
50
51 52