JF

Jump Financial Portfolio holdings

AUM $8.14B
1-Year Est. Return 18.67%
This Quarter Est. Return
1 Year Est. Return
+18.67%
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 14.11%
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
1
$50.8M 1.88%
321,933
+254,823
2
$34.3M 1.27%
963,221
+713,425
3
$27.4M 1.01%
136,848
+7,869
4
$26.2M 0.97%
359,175
+154,931
5
$25.2M 0.93%
+70,473
6
$16.7M 0.62%
+290,945
7
$16.3M 0.6%
+160,000
8
$16.1M 0.6%
30,041
+23,171
9
$15.3M 0.57%
352,510
+173,770
10
$15.1M 0.56%
43,136
-219
11
$14.4M 0.53%
45,720
+44,699
12
$14.1M 0.52%
70,423
+14,349
13
$13.9M 0.51%
106,314
+42,239
14
$13.9M 0.51%
148,716
+116,899
15
$13.4M 0.49%
92,493
+79,499
16
$12.8M 0.47%
310,593
+231,258
17
$12.7M 0.47%
162,508
+71,673
18
$12.4M 0.46%
179,790
+159,048
19
$12.4M 0.46%
68,757
+8,484
20
$12M 0.44%
+445,419
21
$11.7M 0.43%
128,177
+119,798
22
$11.3M 0.42%
102,594
-17,956
23
$10.8M 0.4%
84,731
+26,858
24
$10.8M 0.4%
+333,739
25
$10.6M 0.39%
+85,810
1
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