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
2076
– –
-59,534
2077
– –
-42,135
2078
– –
-26,796
2079
– –
-84,097
2080
– –
-9,719
2081
– –
-19,100
2082
– –
-3,065
2083
– –
-3,892
2084
– –
-21,822
2085
– –
-31,657
2086
– –
-6,093
2087
– –
-20,519
2088
– –
-13,158
2089
– –
-4,291
2090
– –
-3,939
2091
– –
-5,363
2092
– –
-2,744
2093
– –
-3,484
2094
– –
-59,700
2095
– –
-2,400
2096
– –
-20,150
2097
– –
-17,206
2098
– –
-5,677
2099
– –
-16,700
2100
– –
-14,346
82 83
84
85 86