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
1976
– –
-86,787
1977
– –
-22,100
1978
– –
-13,471
1979
– –
-4,720
1980
– –
-12,360
1981
– –
-35,840
1982
– –
-23,736
1983
– –
-15,922
1984
– –
-3,073
1985
– –
-45,604
1986
– –
-82,988
1987
– –
-95,606
1988
– –
-55,274
1989
– –
-38,200
1990
– –
-21,800
1991
– –
-930
1992
– –
-1,403
1993
– –
-13,171
1994
– –
-43,596
1995
– –
-36,532
1996
– –
-21,700
1997
– –
-18,300
1998
– –
-28,192
1999
– –
-15,029
2000
– –
-2,956
78 79
80
81 82