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
1201
– –
-1,139
1202
– –
-408
1203
– –
-6,912
1204
– –
-2,672
1205
– –
-18,700
1206
– –
-10,600
1207
– –
-2,590
1208
– –
-23,200
1209
– –
-2,033
1210
– –
-15,600
1211
– –
-9,559
1212
– –
-3,353
1213
– –
-5,201
1214
– –
-3,092
1215
– –
-1,600
1216
– –
-23,400
1217
– –
-10,895
1218
– –
-11,125
1219
– –
-1,968
1220
– –
-29,500
1221
– –
-3,841
1222
– –
-23,800
1223
– –
-7,393
1224
– –
-4,125
1225
– –
-733
47 48
49
50 51