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
151
$4.09M 0.15%
+44,294
152
$4.07M 0.15%
43,671
-3,039
153
$4.07M 0.15%
26,677
+9,539
154
$4.07M 0.15%
33,207
+19,649
155
$4.06M 0.15%
+136,571
156
$4.03M 0.15%
123,805
+70,138
157
$4M 0.15%
73,665
+27,565
158
$4M 0.15%
+121,771
159
$3.97M 0.15%
+29,566
160
$3.96M 0.15%
69,730
+46,830
161
$3.95M 0.15%
472,972
+366,012
162
$3.93M 0.15%
9,688
+4,553
163
$3.91M 0.14%
56,547
-6,553
164
$3.89M 0.14%
+60,117
165
$3.85M 0.14%
21,107
+14,667
166
$3.84M 0.14%
129,291
+116,337
167
$3.83M 0.14%
131,631
-141,397
168
$3.81M 0.14%
155,298
+87,214
169
$3.81M 0.14%
19,041
-48,191
170
$3.78M 0.14%
235,273
+215,773
171
$3.78M 0.14%
37,843
+31,602
172
$3.78M 0.14%
106,002
+83,202
173
$3.75M 0.14%
+57,576
174
$3.75M 0.14%
174,402
+96,724
175
$3.75M 0.14%
43,482
+23,265
5 6
7
8 9