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 14.45%
2 Healthcare 13.39%
3 Consumer Discretionary 12.57%
4 Industrials 10.57%
5 Financials 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
– –
-4,923
1102
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-47,415
1103
– –
-10,167
1104
– –
-7,800
1105
– –
-7,198
1106
– –
-7,235
1107
– –
-17,989
1108
– –
-122,568
1109
– –
-4,221
1110
– –
-3,859
1111
– –
-1,348
1112
– –
-57,002
1113
– –
-42,473
1114
– –
-44,500
1115
– –
-4,206
1116
– –
-11,826
1117
– –
-106,355
1118
– –
-4,612
1119
– –
-11,993
1120
– –
-6,334
1121
– –
-10,400
1122
– –
-7,298
1123
– –
-29,240
1124
– –
-41,783
1125
– –
-21,770
43 44
45
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