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
626
$276K 0.05%
+1,741
627
$276K 0.05%
2,000
-689
628
$276K 0.05%
+16,433
629
$276K 0.05%
5,914
-10,786
630
$274K 0.05%
11,952
-4,583
631
$272K 0.05%
+6,800
632
$271K 0.05%
1,166
-3,639
633
$271K 0.05%
1,252
-1,518
634
$271K 0.05%
+14,635
635
$271K 0.05%
1,948
-348
636
$271K 0.05%
+14,496
637
$271K 0.05%
3,700
+384
638
$270K 0.05%
+48,773
639
$270K 0.05%
+10,393
640
$270K 0.05%
+12,381
641
$269K 0.05%
8,563
-5,481
642
$269K 0.05%
+6,700
643
$269K 0.05%
+1,469
644
$268K 0.05%
+3,200
645
$268K 0.05%
7,939
-12,769
646
$268K 0.05%
+10,093
647
$267K 0.05%
+3,828
648
$267K 0.05%
+20,200
649
$267K 0.05%
4,511
-6,014
650
$267K 0.05%
12,890
-18,329
24 25
26
27 28