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
576
$313K 0.05%
3,124
+424
577
$311K 0.05%
866
-5,558
578
$311K 0.05%
+6,879
579
$311K 0.05%
+2,349
580
$310K 0.05%
16,130
-3,444
581
$310K 0.05%
8,218
+734
582
$308K 0.05%
1,963
+486
583
$307K 0.05%
1,200
+206
584
$306K 0.05%
747
-321
585
$306K 0.05%
+3,513
586
$305K 0.05%
+5,194
587
$304K 0.05%
+8,443
588
$304K 0.05%
2,297
-13
589
$303K 0.05%
+833
590
$303K 0.05%
+34,900
591
$303K 0.05%
1,111
-2,729
592
$302K 0.05%
+10,867
593
$301K 0.05%
+2,922
594
$301K 0.05%
+4,047
595
$301K 0.05%
+3,100
596
$300K 0.05%
+6,380
597
$297K 0.05%
+3,528
598
$297K 0.05%
17,300
+5,485
599
$296K 0.05%
+7,882
600
$296K 0.05%
2,248
-10
22 23
24
25 26