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 13.9%
2 Healthcare 12.79%
3 Industrials 11.68%
4 Consumer Discretionary 11.51%
5 Financials 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1851
– –
-105,385
1852
– –
-59,720
1853
– –
-24,378
1854
– –
-71,700
1855
– –
-46,433
1856
– –
-21,100
1857
– –
-20,600
1858
– –
-11,395
1859
– –
-2,851
1860
– –
-21,746
1861
– –
-9,791
1862
– –
-173,545
1863
– –
-1,990
1864
– –
-13,171
1865
– –
-28,192
1866
– –
-15,029
1867
– –
-2,956
1868
– –
-32,707
1869
– –
-15,600
1870
– –
-71,139
1871
– –
-42,900
1872
– –
-297,965
1873
– –
-4,867
1874
– –
-51,215
1875
– –
-35,359
73 74
75
76 77