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
1876
– –
-12,008
1877
– –
-15,274
1878
– –
-108,349
1879
– –
-84,900
1880
– –
-24,771
1881
– –
-49,502
1882
– –
-860,940
1883
– –
-106,000
1884
– –
-19,333
1885
– –
-24,604
1886
– –
-12,172
1887
– –
-1,091
1888
– –
-3,638
1889
– –
-31,999
1890
– –
-650
1891
– –
-3,770
1892
– –
-362,053
1893
– –
-36,822
1894
– –
-500
1895
– –
-991
1896
– –
-8,149
1897
– –
-558
1898
– –
-42,100
1899
– –
-4,070
1900
– –
-9,972
74 75
76
77 78