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
601
$295K 0.05%
+1,870
602
$295K 0.05%
3,710
-5,577
603
$295K 0.05%
27,666
+3,466
604
$294K 0.05%
+4,300
605
$294K 0.05%
+2,465
606
$294K 0.05%
+5,400
607
$294K 0.05%
+25,800
608
$291K 0.05%
+19,166
609
$290K 0.05%
+21,574
610
$288K 0.05%
2,786
+479
611
$288K 0.05%
+4,000
612
$288K 0.05%
1,742
-5,679
613
$287K 0.05%
2,650
-1,572
614
$287K 0.05%
1,760
-17,900
615
$287K 0.05%
3,573
-10,404
616
$286K 0.05%
12,526
+1,226
617
$286K 0.05%
+3,700
618
$285K 0.05%
+22,913
619
$284K 0.05%
+2,395
620
$283K 0.05%
30,535
+17,152
621
$282K 0.05%
1,316
-6,197
622
$282K 0.05%
+6,694
623
$281K 0.05%
4,505
+2,666
624
$281K 0.05%
+10,210
625
$277K 0.05%
+6,000
23 24
25
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