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
1351
$278K 0.01%
+14,100
1352
$277K 0.01%
+17,700
1353
$275K 0.01%
40,557
-248
1354
$274K 0.01%
3,035
-34,796
1355
$274K 0.01%
+8,009
1356
$273K 0.01%
+5,172
1357
$272K 0.01%
+5,100
1358
$272K 0.01%
+21,658
1359
$269K 0.01%
+12,873
1360
$268K 0.01%
+10,700
1361
$268K 0.01%
15,269
-7,852
1362
$267K 0.01%
8,700
-23,900
1363
$267K 0.01%
367
+67
1364
$265K 0.01%
7,500
-600
1365
$264K 0.01%
+103,270
1366
$264K 0.01%
4,000
-37,569
1367
$263K 0.01%
+9,797
1368
$263K 0.01%
3,700
-20,894
1369
$262K 0.01%
14,323
-226,679
1370
$262K 0.01%
63,891
+33,344
1371
$262K 0.01%
+19,678
1372
$261K 0.01%
32,441
+7,483
1373
$261K 0.01%
+6,216
1374
$261K 0.01%
29,256
-245,454
1375
$259K 0.01%
52,863
-165,958
53 54
55
56 57