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
1601
$153K 0.01%
15,544
-1,958
1602
$151K 0.01%
+33,888
1603
$151K 0.01%
13,189
-8,511
1604
$150K 0.01%
10,200
-6,100
1605
$150K 0.01%
+11,100
1606
$149K 0.01%
14,700
-8,700
1607
$147K 0.01%
19,722
+1,450
1608
$146K 0.01%
+24,123
1609
$145K 0.01%
11,303
+903
1610
$144K 0.01%
+12,169
1611
$143K 0.01%
19,875
-51,030
1612
$143K 0.01%
+35,700
1613
$143K 0.01%
10,147
-3,072
1614
$143K 0.01%
15,758
-10,701
1615
$142K 0.01%
+15,000
1616
$142K 0.01%
+12,601
1617
$141K 0.01%
26,100
-47,131
1618
$141K 0.01%
19,382
-170,618
1619
$141K 0.01%
+33,900
1620
$138K 0.01%
37,110
-10,390
1621
$137K 0.01%
+14,595
1622
$136K 0.01%
29,974
+13,643
1623
$136K 0.01%
+14,836
1624
$135K 0.01%
+23,545
1625
$135K 0.01%
19,369
+8,069
63 64
65
66 67