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
1901
– –
-105,385
1902
– –
-29,827
1903
– –
-59,720
1904
– –
-24,378
1905
– –
-71,700
1906
– –
-46,433
1907
– –
-21,100
1908
– –
-19,026
1909
– –
-10,000
1910
– –
-120,776
1911
– –
-51,762
1912
– –
-75,714
1913
– –
-10,609
1914
– –
-18,955
1915
– –
-24,000
1916
– –
-16,713
1917
– –
-20,600
1918
– –
-4,127
1919
– –
-9,180
1920
– –
-30,828
1921
– –
-3,567
1922
– –
-4,844
1923
– –
-7,418
1924
– –
-11,395
1925
– –
-2,851
75 76
77
78 79