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
1951
– –
-11,700
1952
– –
-160,629
1953
– –
-30,735
1954
– –
-12,362
1955
– –
-33,500
1956
– –
-60,117
1957
– –
-27,217
1958
– –
-13,200
1959
– –
-8,912
1960
– –
-34,396
1961
– –
-13,171
1962
– –
-16,000
1963
– –
-41,670
1964
– –
-116,655
1965
– –
-18,666
1966
– –
-9,300
1967
– –
-83,700
1968
– –
-10,434
1969
– –
-4,035
1970
– –
-8,069
1971
– –
-12,069
1972
– –
-4,971
1973
– –
-10,531
1974
– –
-11,761
1975
– –
-25,100
77 78
79
80 81