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
51
$2.69M 0.26%
319,685
+241,385
52
$2.68M 0.26%
141,382
+94,812
53
$2.68M 0.26%
+44,728
54
$2.67M 0.26%
+107,000
55
$2.67M 0.26%
+35,100
56
$2.66M 0.26%
147,000
+62,500
57
$2.66M 0.26%
+59,200
58
$2.65M 0.26%
206,300
+185,300
59
$2.65M 0.26%
11,351
-6,058
60
$2.65M 0.26%
+80,267
61
$2.64M 0.26%
136,293
+65,993
62
$2.63M 0.25%
+18,200
63
$2.63M 0.25%
+71,364
64
$2.62M 0.25%
+85,515
65
$2.62M 0.25%
+55,000
66
$2.6M 0.25%
86,878
+58,133
67
$2.6M 0.25%
56,714
+35,269
68
$2.6M 0.25%
113,200
+102,007
69
$2.57M 0.25%
+116,800
70
$2.56M 0.25%
+22,541
71
$2.56M 0.25%
+51,400
72
$2.5M 0.24%
+9,109
73
$2.5M 0.24%
109,600
+94,900
74
$2.49M 0.24%
+151,600
75
$2.49M 0.24%
+62,400
1 2
3
4 5