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
1426
$237K 0.01%
21,600
-19,425
1427
$236K 0.01%
6,640
-44,972
1428
$236K 0.01%
+39,200
1429
$236K 0.01%
1,905
-2,549
1430
$236K 0.01%
+4,401
1431
$234K 0.01%
2,990
-9,488
1432
$234K 0.01%
+45,636
1433
$234K 0.01%
7,371
-61,620
1434
$234K 0.01%
15,985
-8,515
1435
$233K 0.01%
+9,799
1436
$232K 0.01%
23,534
-172,966
1437
$232K 0.01%
+15,700
1438
$231K 0.01%
846
-351
1439
$231K 0.01%
+713
1440
$231K 0.01%
+8,611
1441
$230K 0.01%
+5,573
1442
$230K 0.01%
+12,511
1443
$230K 0.01%
20,735
-167,180
1444
$228K 0.01%
+3,309
1445
$228K 0.01%
13,505
-38,785
1446
$228K 0.01%
+25,322
1447
$227K 0.01%
+17,108
1448
$226K 0.01%
38,800
+18,899
1449
$226K 0.01%
14,300
-1,100
1450
$225K 0.01%
35,941
+14,340
56 57
58
59 60