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
176
$3.73M 0.14%
133,000
-85,900
177
$3.73M 0.14%
25,820
+12,308
178
$3.7M 0.14%
243,461
+135,924
179
$3.69M 0.14%
12,481
-17,182
180
$3.64M 0.13%
57,453
+36,901
181
$3.64M 0.13%
10,465
+3,180
182
$3.59M 0.13%
14,286
+4,217
183
$3.59M 0.13%
78,278
-5,209
184
$3.58M 0.13%
262,897
+240,993
185
$3.58M 0.13%
+14,227
186
$3.58M 0.13%
72,444
-12,176
187
$3.55M 0.13%
+70,852
188
$3.53M 0.13%
214,426
+69,886
189
$3.53M 0.13%
18,063
+14,386
190
$3.5M 0.13%
+62,099
191
$3.5M 0.13%
+159,998
192
$3.49M 0.13%
68,878
+51,815
193
$3.48M 0.13%
+20,544
194
$3.48M 0.13%
299,606
+108,517
195
$3.47M 0.13%
29,620
-13,656
196
$3.46M 0.13%
+41,433
197
$3.46M 0.13%
18,482
+16,863
198
$3.43M 0.13%
+103,437
199
$3.42M 0.13%
4,062
+2,262
200
$3.38M 0.13%
68,127
+36,085
6 7
8
9 10