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
901
$56K 0.01%
+1,030
902
$54K 0.01%
+13,700
903
$54K 0.01%
+13,700
904
$48K 0.01%
900
-320
905
$48K 0.01%
+16,205
906
$48K 0.01%
+1,000
907
$47K 0.01%
+13,042
908
$47K 0.01%
+11,100
909
$43K 0.01%
+14,153
910
$41K 0.01%
+14,000
911
$38K 0.01%
+1,220
912
$36K 0.01%
+14,600
913
$35K 0.01%
+10,900
914
$27K ﹤0.01%
+106
915
$25K ﹤0.01%
+696
916
$24K ﹤0.01%
586
-1,714
917
$22K ﹤0.01%
+10,347
918
– –
-8,106
919
– –
-2,235
920
– –
-2,630
921
– –
-1,868
922
– –
-4,100
923
– –
-143,600
924
– –
-14,400
925
– –
-2,500
35 36
37
38 39