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
$1.04B
AUM Growth
-$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,541
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$11.1M
3
+$10.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$8.75M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$6.32M

Top Sells

1
+$137M
2
+$45.2M
3
+$21.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$19.9M
5
UVXY icon
ProShares Ultra VIX Short-Term Futures ETF
UVXY
+$18.8M

Sector Composition

1 Healthcare 15.26%
2 Consumer Discretionary 11.1%
3 Technology 9.56%
4 Financials 8.14%
5 Industrials 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$429K 0.04%
+12,100
527
$427K 0.04%
+14,557
528
$427K 0.04%
4,886
-960
529
$425K 0.04%
12,430
-18,727
530
$421K 0.04%
56,100
+29,700
531
$421K 0.04%
20,237
-12,727
532
$420K 0.04%
25,500
+14,869
533
$419K 0.04%
+13,499
534
$418K 0.04%
+14,200
535
$417K 0.04%
+32,652
536
$415K 0.04%
+6,646
537
$414K 0.04%
+60,942
538
$414K 0.04%
7,436
+2,392
539
$413K 0.04%
8,650
-2,253
540
$412K 0.04%
+2,924
541
$412K 0.04%
48,607
+33,707
542
$412K 0.04%
+5,643
543
$411K 0.04%
4,812
-2,031
544
$410K 0.04%
+4,907
545
$407K 0.04%
18,600
-52,984
546
$406K 0.04%
+17,500
547
$406K 0.04%
107,600
+25,000
548
$406K 0.04%
2,182
-637
549
$405K 0.04%
+1,348
550
$405K 0.04%
62,192
-7,484
20 21
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