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
$588M
AUM Growth
+$89.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,285
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$5.77M
3
+$4.3M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$3.3M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.55M

Top Sells

1
+$35.1M
2
+$7.02M
3
+$3.94M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$3.55M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.52M

Sector Composition

1 Technology 14.49%
2 Healthcare 13.39%
3 Consumer Discretionary 12.57%
4 Industrials 10.53%
5 Financials 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$782K 0.13%
8,200
-1,730
227
$780K 0.13%
12,381
-1,721
228
$775K 0.13%
+28,949
229
$774K 0.13%
+6,388
230
$773K 0.13%
21,500
+15,318
231
$772K 0.13%
+10,000
232
$771K 0.13%
7,882
+1,127
233
$767K 0.13%
17,041
-1,559
234
$767K 0.13%
7,700
-3,194
235
$766K 0.13%
13,100
-4,119
236
$764K 0.13%
+4,800
237
$763K 0.13%
+18,438
238
$760K 0.13%
+12,343
239
$758K 0.13%
+18,430
240
$758K 0.13%
4,500
-400
241
$757K 0.13%
+11,875
242
$756K 0.13%
+10,118
243
$756K 0.13%
31,824
+14,694
244
$755K 0.13%
6,900
-1,700
245
$755K 0.13%
+15,367
246
$755K 0.13%
+46,088
247
$752K 0.13%
+28,752
248
$749K 0.13%
8,292
+1,792
249
$748K 0.13%
+4,400
250
$746K 0.13%
4,200
-6,627
8 9
10
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