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
1401
$247K 0.01%
5,942
-1,919
1402
$247K 0.01%
+116,500
1403
$247K 0.01%
+941
1404
$247K 0.01%
31,500
-16,200
1405
$245K 0.01%
+8,258
1406
$244K 0.01%
+6,575
1407
$244K 0.01%
+9,600
1408
$244K 0.01%
+104,835
1409
$244K 0.01%
+25,371
1410
$244K 0.01%
8,900
-1,401
1411
$243K 0.01%
+8,423
1412
$242K 0.01%
+16,000
1413
$241K 0.01%
28,410
-4,890
1414
$241K 0.01%
+7,500
1415
$240K 0.01%
11,340
-3,763
1416
$240K 0.01%
12,930
-39,406
1417
$240K 0.01%
36,264
-12,836
1418
$240K 0.01%
+15,800
1419
$240K 0.01%
+43,404
1420
$239K 0.01%
+3,857
1421
$238K 0.01%
33,742
-239
1422
$237K 0.01%
19,681
+2,051
1423
$237K 0.01%
+54,296
1424
$237K 0.01%
1,511
-7,120
1425
$237K 0.01%
+17,378
55 56
57
58 59