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
251
$746K 0.13%
+12,083
252
$745K 0.13%
+4,913
253
$745K 0.13%
6,603
-497
254
$743K 0.13%
28,159
-47,830
255
$739K 0.13%
3,500
+600
256
$738K 0.13%
15,354
-11,643
257
$733K 0.12%
1,700
-2,447
258
$728K 0.12%
1,100
-373
259
$726K 0.12%
+6,057
260
$724K 0.12%
7,292
+2,958
261
$724K 0.12%
+9,600
262
$722K 0.12%
+34,063
263
$714K 0.12%
115,598
+96,004
264
$713K 0.12%
25,700
-7,550
265
$711K 0.12%
+107,149
266
$708K 0.12%
+5,399
267
$708K 0.12%
26,200
-8,900
268
$703K 0.12%
13,513
-7,228
269
$702K 0.12%
37,900
-5,863
270
$700K 0.12%
+19,974
271
$693K 0.12%
+54,972
272
$688K 0.12%
3,946
+1,871
273
$687K 0.12%
42,111
-65,695
274
$686K 0.12%
+18,900
275
$680K 0.12%
+34,009
9 10
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