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
1501
$206K 0.01%
6,500
-7,441
1502
$205K 0.01%
1,766
-156
1503
$205K 0.01%
7,350
-29,969
1504
$204K 0.01%
67,001
-272,858
1505
$204K 0.01%
6,100
-2,200
1506
$204K 0.01%
4,600
-3,774
1507
$204K 0.01%
31,306
-32,420
1508
$204K 0.01%
+4,951
1509
$204K 0.01%
+3,800
1510
$204K 0.01%
33,382
+17,369
1511
$204K 0.01%
+13,871
1512
$203K 0.01%
28,059
-1,341
1513
$203K 0.01%
+8,242
1514
$202K 0.01%
1,033
-834
1515
$202K 0.01%
+5,299
1516
$202K 0.01%
6,010
-2,490
1517
$202K 0.01%
+2,807
1518
$201K 0.01%
+2,258
1519
$201K 0.01%
+451
1520
$200K 0.01%
54,084
-73,513
1521
$200K 0.01%
24,463
-35,630
1522
$200K 0.01%
21,127
-120,527
1523
$199K 0.01%
19,592
-4,092
1524
$199K 0.01%
13,000
-5,236
1525
$198K 0.01%
+15,500
59 60
61
62 63