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
2076
– –
-20,519
2077
– –
-13,158
2078
– –
-16,601
2079
– –
-744
2080
– –
-12,105
2081
– –
-3,484
2082
– –
-59,700
2083
– –
-7,992
2084
– –
-27,763
2085
– –
-13,483
2086
– –
-62,563
2087
– –
-31,497
2088
– –
-10,590
2089
– –
-26,693
2090
– –
-124,140
2091
– –
-45,563
2092
– –
-2,400
2093
– –
-20,150
2094
– –
-17,206
2095
– –
-5,677
2096
– –
-16,700
2097
– –
-14,346
2098
– –
-52,151
2099
– –
-8,488
2100
– –
-66,819
82 83
84
85 86