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
1926
– –
-21,746
1927
– –
-9,791
1928
– –
-15,954
1929
– –
-10,141
1930
– –
-4,667
1931
– –
-173,545
1932
– –
-8,529
1933
– –
-10,494
1934
– –
-1,990
1935
– –
-67,740
1936
– –
-128,800
1937
– –
-66,800
1938
– –
-14,197
1939
– –
-184,302
1940
– –
-10,065
1941
– –
-14,163
1942
– –
-15,487
1943
– –
-254,937
1944
– –
-18,663
1945
– –
-10,567
1946
– –
-11,227
1947
– –
-50,717
1948
– –
-11,412
1949
– –
-28,949
1950
– –
-164,611
76 77
78
79 80