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 13.9%
2 Healthcare 12.79%
3 Industrials 11.68%
4 Consumer Discretionary 11.51%
5 Financials 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-18,400
2027
– –
-67,090
2028
– –
-3,350
2029
– –
-2,900
2030
– –
-8,773
2031
– –
-76,690
2032
– –
-75,714
2033
– –
-18,955
2034
– –
-24,000
2035
– –
-16,713
2036
– –
-30,828
2037
– –
-3,567
2038
– –
-4,844
2039
– –
-15,954
2040
– –
-10,141
2041
– –
-4,667
2042
– –
-8,529
2043
– –
-10,494
2044
– –
-3,212
2045
– –
-10,670
2046
– –
-32,779
2047
– –
-14,400
2048
– –
-29,260
2049
– –
-1,420
2050
– –
-20,522
80 81
82
83 84