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
1551
$182K 0.01%
+18,542
1552
$182K 0.01%
30,976
-65,265
1553
$181K 0.01%
2,500
+1,506
1554
$181K 0.01%
37,235
+17,657
1555
$180K 0.01%
+25,000
1556
$179K 0.01%
+76,151
1557
$179K 0.01%
63,000
+2,920
1558
$179K 0.01%
29,417
+11,357
1559
$178K 0.01%
12,585
-14,000
1560
$178K 0.01%
19,900
-33,300
1561
$178K 0.01%
+54,700
1562
$177K 0.01%
+12,400
1563
$177K 0.01%
24,516
-1,700
1564
$175K 0.01%
17,118
-62,919
1565
$175K 0.01%
20,006
-46,994
1566
$175K 0.01%
+21,340
1567
$175K 0.01%
+14,703
1568
$173K 0.01%
+22,341
1569
$172K 0.01%
+17,826
1570
$171K 0.01%
14,742
-236,223
1571
$170K 0.01%
11,700
+1,000
1572
$168K 0.01%
+16,106
1573
$168K 0.01%
20,200
-15,800
1574
$168K 0.01%
54,400
-61,190
1575
$167K 0.01%
13,428
-5,852
61 62
63
64 65