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
1226
– –
-13,100
1227
– –
-2,042
1228
– –
-5,090
1229
– –
-4,425
1230
– –
-100,392
1231
– –
-18,365
1232
– –
-9,736
1233
– –
-17,513
1234
– –
-2,827
1235
– –
-30,007
1236
– –
-7,766
1237
– –
-17,300
1238
– –
-10,300
1239
– –
-23,800
1240
– –
-7,393
1241
– –
-9,823
1242
– –
-10,300
1243
– –
-49,080
1244
– –
-124,400
1245
– –
-13,059
1246
– –
-10,400
1247
– –
-5,400
1248
– –
-23,820
1249
– –
-4,626
1250
– –
-4,923
48 49
50
51 52