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
26
$2.08M 0.35%
27,312
+2,120
27
$2.06M 0.35%
15,500
-9,288
28
$2.06M 0.35%
22,763
+3,410
29
$2.05M 0.35%
16,400
+6,204
30
$2.04M 0.35%
+10,227
31
$2.04M 0.35%
52,100
+41,002
32
$2M 0.34%
31,400
+18,800
33
$1.98M 0.34%
33,700
-32,008
34
$1.96M 0.33%
5,900
+152
35
$1.94M 0.33%
64,659
+39,273
36
$1.92M 0.33%
+24,000
37
$1.91M 0.32%
+21,855
38
$1.89M 0.32%
+20,496
39
$1.87M 0.32%
+11,552
40
$1.85M 0.32%
14,044
+6,065
41
$1.85M 0.31%
75,511
-7,525
42
$1.81M 0.31%
150,958
-16,542
43
$1.78M 0.3%
+106,045
44
$1.74M 0.3%
38,518
+7,608
45
$1.72M 0.29%
35,480
+9,183
46
$1.72M 0.29%
+60,167
47
$1.7M 0.29%
+46,246
48
$1.7M 0.29%
34,127
+10,206
49
$1.7M 0.29%
42,460
+3,626
50
$1.69M 0.29%
+12,361
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