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
1301
$300K 0.01%
+3,528
1302
$300K 0.01%
31,191
-43,251
1303
$300K 0.01%
+1,474
1304
$299K 0.01%
991
-2,663
1305
$299K 0.01%
13,153
-6,263
1306
$297K 0.01%
28,100
-6,300
1307
$297K 0.01%
20,100
+5,700
1308
$297K 0.01%
947
-4,816
1309
$297K 0.01%
+6,034
1310
$296K 0.01%
1,348
-1,959
1311
$296K 0.01%
+3,953
1312
$296K 0.01%
+12,832
1313
$295K 0.01%
27,379
-39,770
1314
$294K 0.01%
+16,400
1315
$294K 0.01%
+8,100
1316
$294K 0.01%
42,300
-30,800
1317
$294K 0.01%
5,000
-241
1318
$293K 0.01%
1,481
-18,770
1319
$292K 0.01%
+8,101
1320
$291K 0.01%
+13,132
1321
$291K 0.01%
+4,200
1322
$290K 0.01%
1,779
-708
1323
$290K 0.01%
+9,966
1324
$290K 0.01%
+3,233
1325
$289K 0.01%
13,827
-163,027
51 52
53
54 55