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
101
$1.31M 0.22%
21,287
-33
102
$1.31M 0.22%
34,537
+23,317
103
$1.29M 0.22%
+18,800
104
$1.29M 0.22%
+24,926
105
$1.28M 0.22%
18,000
+6,312
106
$1.28M 0.22%
+5,166
107
$1.27M 0.22%
6,000
-6,125
108
$1.27M 0.22%
+17,500
109
$1.26M 0.21%
+17,788
110
$1.25M 0.21%
+19,031
111
$1.24M 0.21%
+17,037
112
$1.24M 0.21%
+65,807
113
$1.23M 0.21%
6,097
+2,626
114
$1.22M 0.21%
114,523
+96,054
115
$1.22M 0.21%
+39,767
116
$1.21M 0.21%
28,600
-3,333
117
$1.21M 0.21%
+51,597
118
$1.2M 0.2%
+23,143
119
$1.19M 0.2%
56,000
+35,900
120
$1.18M 0.2%
74,500
-3,370
121
$1.18M 0.2%
7,173
+1,373
122
$1.17M 0.2%
75,500
+5,500
123
$1.16M 0.2%
+22,438
124
$1.16M 0.2%
+36,673
125
$1.15M 0.2%
+26,500
3 4
5
6 7