JF

Jump Financial Portfolio holdings

AUM $7.97B
1-Year Est. Return 21.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.39%
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
+$42.4M
2
+$28.9M
3
+$26.1M
4
NEE icon
NextEra Energy
NEE
+$20.1M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$16.9M

Top Sells

1
+$26M
2
+$21.8M
3
+$15.6M
4
IR icon
Ingersoll Rand
IR
+$15.1M
5
AAL icon
American Airlines Group
AAL
+$12.6M

Sector Composition

1 Technology 13.75%
2 Healthcare 12.79%
3 Industrials 11.71%
4 Consumer Discretionary 11.51%
5 Financials 10.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1801
– –
-21,381
1802
– –
-6,949
1803
– –
-14,297
1804
– –
-113,006
1805
– –
-10,600
1806
– –
-16,274
1807
– –
-102,436
1808
– –
-191,800
1809
– –
-175,066
1810
– –
-39,625
1811
– –
-27,830
1812
– –
-159,430
1813
– –
-25,034
1814
– –
-71,038
1815
– –
-17,915
1816
– –
-99,800
1817
– –
-117,816
1818
– –
-4,269
1819
– –
-3,475
1820
– –
-32,000
1821
– –
-1,230
1822
– –
-13,400
1823
– –
-15,179
1824
– –
-10,741
1825
– –
-28,868
71 72
73
74 75