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
1851
– –
-67,090
1852
– –
-3,350
1853
– –
-2,900
1854
– –
-8,773
1855
– –
-76,690
1856
– –
-20,522
1857
– –
-9,400
1858
– –
-40,100
1859
– –
-130,130
1860
– –
-2,896
1861
– –
-15,347
1862
– –
-31,802
1863
– –
-15,400
1864
– –
-1,153
1865
– –
-156,793
1866
– –
-5,842
1867
– –
-13,572
1868
– –
-315,189
1869
– –
-250,612
1870
– –
-794,490
1871
– –
-12,366
1872
– –
-14,945
1873
– –
-37,946
1874
– –
-1,871
1875
– –
-5,300
73 74
75
76 77