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
1901
– –
-12,106
1902
– –
-8,457
1903
– –
-32,053
1904
– –
-10,685
1905
– –
-11,506
1906
– –
-34,999
1907
– –
-16,551
1908
– –
-25,539
1909
– –
-65,944
1910
– –
-32,394
1911
– –
-3,977
1912
– –
-52,100
1913
– –
-2,934
1914
– –
-2,813
1915
– –
-63,376
1916
– –
-38,887
1917
– –
-57,380
1918
– –
-16,961
1919
– –
-11,715
1920
– –
-53,800
1921
– –
-2,656
1922
– –
-8,778
1923
– –
-61,189
1924
– –
-15,654
1925
– –
-8,696
75 76
77
78 79