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
1451
$225K 0.01%
7,000
-5,403
1452
$224K 0.01%
+790
1453
$222K 0.01%
7,200
-30,208
1454
$222K 0.01%
+2,964
1455
$222K 0.01%
9,836
-65,738
1456
$222K 0.01%
3,548
-9,640
1457
$221K 0.01%
20,222
-132,278
1458
$220K 0.01%
2,249
-5,097
1459
$220K 0.01%
1,863
-35,132
1460
$220K 0.01%
+17,518
1461
$219K 0.01%
+4,367
1462
$219K 0.01%
+1,200
1463
$219K 0.01%
41,700
+26,890
1464
$218K 0.01%
16,576
-69,233
1465
$218K 0.01%
+6,485
1466
$217K 0.01%
3,400
-53,223
1467
$217K 0.01%
+6,600
1468
$217K 0.01%
51,500
+19,881
1469
$217K 0.01%
44,400
-46,925
1470
$217K 0.01%
+11,272
1471
$216K 0.01%
+13,200
1472
$216K 0.01%
16,126
-17,769
1473
$216K 0.01%
+8,523
1474
$216K 0.01%
+18,003
1475
$216K 0.01%
2,778
-37,816
57 58
59
60 61