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 10.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
– –
-149,413
1927
– –
-31,026
1928
– –
-67,304
1929
– –
-14,142
1930
– –
-10,524
1931
– –
-8,221
1932
– –
-63,921
1933
– –
-32,708
1934
– –
-19,500
1935
– –
-209,039
1936
– –
-54,155
1937
– –
-47,697
1938
– –
-23,835
1939
– –
-174,404
1940
– –
-4,838
1941
– –
-9,755
1942
– –
-9,362
1943
– –
-29,282
1944
– –
-11,815
1945
– –
-129,890
1946
– –
-196,845
1947
– –
-2,081
1948
– –
-8,412
1949
– –
-40,200
1950
– –
-116
76 77
78
79 80