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 13.95%
2 Healthcare 12.79%
3 Industrials 11.63%
4 Consumer Discretionary 11.51%
5 Financials 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1901
– –
-83,294
1902
– –
-101,406
1903
– –
-22,245
1904
– –
-21,212
1905
– –
-10,821
1906
– –
-2,482
1907
– –
-678,887
1908
– –
-6,162
1909
– –
-5,005
1910
– –
-23,437
1911
– –
-6,747
1912
– –
-37,036
1913
– –
-133,902
1914
– –
-11,656
1915
– –
-52,935
1916
– –
-50,032
1917
– –
-3,734
1918
– –
-119
1919
– –
-49,130
1920
– –
-14,721
1921
– –
-11,700
1922
– –
-13,987
1923
– –
-32,200
1924
– –
-19,280
1925
– –
-13,384
75 76
77
78 79