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
201
$3.37M 0.12%
139,359
-52,992
202
$3.37M 0.12%
42,048
+26,320
203
$3.35M 0.12%
98,345
+20,257
204
$3.34M 0.12%
230,225
+174,624
205
$3.32M 0.12%
17,300
+14,220
206
$3.3M 0.12%
395,203
+274,582
207
$3.3M 0.12%
111,411
+92,211
208
$3.28M 0.12%
22,268
+16,998
209
$3.28M 0.12%
67,732
+56,372
210
$3.27M 0.12%
188,553
+164,890
211
$3.26M 0.12%
507,332
+479,816
212
$3.25M 0.12%
97,360
+69,560
213
$3.25M 0.12%
48,421
-9,072
214
$3.25M 0.12%
+76,590
215
$3.2M 0.12%
111,453
+96,109
216
$3.18M 0.12%
25,891
+22,144
217
$3.18M 0.12%
+15,686
218
$3.17M 0.12%
47,993
-57,312
219
$3.17M 0.12%
47,209
+1,274
220
$3.17M 0.12%
50,516
-26,199
221
$3.15M 0.12%
7,712
+5,606
222
$3.15M 0.12%
48,598
+20,731
223
$3.15M 0.12%
+110,767
224
$3.12M 0.12%
108,066
+99,538
225
$3.11M 0.12%
19,056
+17,485
7 8
9
10 11