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
1951
– –
-36,472
1952
– –
-49,800
1953
– –
-140,159
1954
– –
-103,524
1955
– –
-18,040
1956
– –
-21,300
1957
– –
-16,846
1958
– –
-16,588
1959
– –
-75,921
1960
– –
-10,896
1961
– –
-91,000
1962
– –
-20,455
1963
– –
-231,841
1964
– –
-52,635
1965
– –
-19,000
1966
– –
-13,500
1967
– –
-112,880
1968
– –
-111,900
1969
– –
-15,593
1970
– –
-12,600
1971
– –
-83,294
1972
– –
-10,821
1973
– –
-11,656
1974
– –
-52,935
1975
– –
-50,032
77 78
79
80 81