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
1026
– –
-46,000
1027
– –
-13,855
1028
– –
-11,066
1029
– –
-13,492
1030
– –
-645
1031
– –
-12,500
1032
– –
-3,845
1033
– –
-18,000
1034
– –
-4,800
1035
– –
-23,183
1036
– –
-5,569
1037
– –
-6,400
1038
– –
-17,032
1039
– –
-22,144
1040
– –
-12,900
1041
– –
-2,204
1042
– –
-11,571
1043
– –
-10,781
1044
– –
-28,528
1045
– –
-52,500
1046
– –
-41,441
1047
– –
-30,534
1048
– –
-3,970
1049
– –
-8,600
1050
– –
-11,601
40 41
42
43 44