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
1251
$326K 0.01%
2,820
-1,298
1252
$325K 0.01%
17,878
-6,762
1253
$325K 0.01%
52,625
-33,273
1254
$324K 0.01%
1,903
-28,286
1255
$324K 0.01%
30,700
-3,700
1256
$324K 0.01%
12,601
+2,401
1257
$323K 0.01%
+15,959
1258
$323K 0.01%
+2,105
1259
$323K 0.01%
+26,647
1260
$323K 0.01%
+16,634
1261
$322K 0.01%
5,100
-264
1262
$320K 0.01%
+13,897
1263
$320K 0.01%
+29,200
1264
$318K 0.01%
+10,473
1265
$318K 0.01%
+3,878
1266
$318K 0.01%
4,225
+648
1267
$318K 0.01%
23,008
-155,744
1268
$317K 0.01%
73,352
-20,932
1269
$316K 0.01%
+4,650
1270
$316K 0.01%
+74,800
1271
$315K 0.01%
7,082
+3,857
1272
$315K 0.01%
7,764
-1,274
1273
$314K 0.01%
+14,894
1274
$314K 0.01%
+58,900
1275
$314K 0.01%
+8,237
49 50
51
52 53