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
1826
– –
-14,832
1827
– –
-35,041
1828
– –
-32,198
1829
– –
-27,098
1830
– –
-31,339
1831
– –
-36,159
1832
– –
-156,793
1833
– –
-5,842
1834
– –
-13,572
1835
– –
-315,189
1836
– –
-125,306
1837
– –
-14,945
1838
– –
-5,300
1839
– –
-2,452
1840
– –
-14,089
1841
– –
-3,325
1842
– –
-1,720
1843
– –
-18,513
1844
– –
-24,582
1845
– –
-41,135
1846
– –
-25,900
1847
– –
-34,093
1848
– –
-60,363
1849
– –
-21,700
1850
– –
-105,385
72 73
74
75 76