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
2151
– –
-20,943
2152
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-3,750
2153
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-116,655
2154
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-9,300
2155
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-28,300
2156
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-83,700
2157
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-17,300
2158
– –
-4,035
2159
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-8,069
2160
– –
-9,101
2161
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-12,069
2162
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-3,243
2163
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-6,274
2164
– –
-8,200
2165
– –
-25,100
2166
– –
-6,097
2167
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-5,207
2168
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-3,382
2169
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-930
2170
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-14,422
2171
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-14,567
2172
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-2,908
2173
– –
-79,135
2174
– –
-21,381
2175
– –
-7,165
85 86
87
88 89