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
51
$1.68M 0.29%
+23,267
52
$1.67M 0.28%
40,134
+16,534
53
$1.67M 0.28%
17,824
+6,024
54
$1.67M 0.28%
28,152
+23,220
55
$1.66M 0.28%
+82,871
56
$1.66M 0.28%
+104,959
57
$1.66M 0.28%
127,200
+27,595
58
$1.65M 0.28%
23,802
+18,702
59
$1.62M 0.27%
1,625
+1,238
60
$1.61M 0.27%
+19,215
61
$1.59M 0.27%
292,633
+51,227
62
$1.59M 0.27%
45,242
+22,238
63
$1.57M 0.27%
91,848
-51,152
64
$1.57M 0.27%
77,737
+36,681
65
$1.55M 0.26%
29,309
+13,709
66
$1.55M 0.26%
+17,800
67
$1.5M 0.26%
89,700
+14,700
68
$1.5M 0.26%
58,573
+3,075
69
$1.5M 0.25%
17,111
+11,414
70
$1.49M 0.25%
12,464
+8,164
71
$1.49M 0.25%
+63,500
72
$1.47M 0.25%
+16,077
73
$1.47M 0.25%
39,407
+21,407
74
$1.47M 0.25%
+42,692
75
$1.47M 0.25%
74,499
+12,233
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3
4 5