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
326
$589K 0.1%
+48,600
327
$588K 0.1%
+61,077
328
$587K 0.1%
+14,400
329
$584K 0.1%
+1,800
330
$584K 0.1%
+10,454
331
$575K 0.1%
+23,000
332
$574K 0.1%
+2,709
333
$574K 0.1%
6,267
-4,833
334
$573K 0.1%
+9,700
335
$572K 0.1%
+45,552
336
$571K 0.1%
13,040
-22,630
337
$568K 0.1%
50,600
-138
338
$567K 0.1%
+16,128
339
$566K 0.1%
9,391
-4,703
340
$565K 0.1%
2,400
-8,595
341
$564K 0.1%
5,780
-4,354
342
$561K 0.1%
+9,797
343
$561K 0.1%
+67,739
344
$561K 0.1%
+31,400
345
$560K 0.1%
2,107
-293
346
$558K 0.09%
4,381
-4,330
347
$555K 0.09%
+14,016
348
$554K 0.09%
14,662
-1,672
349
$553K 0.09%
+32,600
350
$549K 0.09%
5,504
+2,871
12 13
14
15 16