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
1776
$11.2K ﹤0.01%
+10,400
1777
$8.17K ﹤0.01%
10,200
-16,725
1778
$6.06K ﹤0.01%
+677
1779
$3.74K ﹤0.01%
+4
1780
$227 ﹤0.01%
211,915
1781
– –
-36,472
1782
– –
-29,282
1783
– –
-49,800
1784
– –
-140,159
1785
– –
-11,815
1786
– –
-129,890
1787
– –
-196,845
1788
– –
-103,524
1789
– –
-2,081
1790
– –
-8,412
1791
– –
-40,200
1792
– –
-18,040
1793
– –
-160,629
1794
– –
-30,735
1795
– –
-12,362
1796
– –
-21,300
1797
– –
-16,846
1798
– –
-16,588
1799
– –
-75,921
1800
– –
-33,500
70 71
72
73 74