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
126
$4.55M 0.17%
112,427
+53,780
127
$4.53M 0.17%
31,796
+13,596
128
$4.51M 0.17%
+71,636
129
$4.5M 0.17%
30,488
-59,785
130
$4.48M 0.17%
33,120
+28,520
131
$4.48M 0.17%
34,496
+9,333
132
$4.46M 0.17%
+110,901
133
$4.42M 0.16%
+207,648
134
$4.38M 0.16%
301,005
+290,005
135
$4.36M 0.16%
232,841
+24,110
136
$4.35M 0.16%
9,959
-4,584
137
$4.35M 0.16%
47,487
-25,113
138
$4.35M 0.16%
223,278
-110,083
139
$4.32M 0.16%
62,675
+23,919
140
$4.3M 0.16%
+135,658
141
$4.3M 0.16%
+48,430
142
$4.24M 0.16%
204,230
+41,060
143
$4.24M 0.16%
+62,265
144
$4.2M 0.16%
95,641
+30,879
145
$4.2M 0.16%
76,759
+46,598
146
$4.2M 0.16%
60,452
+1,548
147
$4.2M 0.16%
51,780
+33,793
148
$4.17M 0.15%
46,135
-16,333
149
$4.16M 0.15%
148,704
+129,524
150
$4.13M 0.15%
36,835
+12,052
4 5
6
7 8