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
2176
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-6,949
2177
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-1,153
2178
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-14,297
2179
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-113,006
2180
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-37,946
2181
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-31,570
2182
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-4,065
2183
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-28,627
2184
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-15,450
2185
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-18,571
2186
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-8,439
2187
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-6,000
2188
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-21,249
2189
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-16,274
2190
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-102,436
2191
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-191,800
2192
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-667
2193
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-12,983
2194
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-368,446
2195
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-12,703
2196
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-6,430
2197
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-18,000
2198
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-92,158
2199
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-14,400
2200
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-175,066
86 87
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