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
2026
– –
-20,522
2027
– –
-52,151
2028
– –
-8,488
2029
– –
-66,819
2030
– –
-13,401
2031
– –
-9,883
2032
– –
-16,953
2033
– –
-14,257
2034
– –
-73,462
2035
– –
-71,900
2036
– –
-4,404
2037
– –
-1,104
2038
– –
-9,400
2039
– –
-38,887
2040
– –
-57,380
2041
– –
-16,961
2042
– –
-11,715
2043
– –
-8,696
2044
– –
-14,168
2045
– –
-6,671
2046
– –
-8,418
2047
– –
-13,472
2048
– –
-18,495
2049
– –
-13,500
2050
– –
-101,361
80 81
82
83 84