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
$1.04B
AUM Growth
-$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,541
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$11.1M
3
+$10.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$8.75M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$6.32M

Top Sells

1
+$137M
2
+$45.2M
3
+$21.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$19.9M
5
UVXY icon
ProShares Ultra VIX Short-Term Futures ETF
UVXY
+$18.8M

Sector Composition

1 Healthcare 15.26%
2 Consumer Discretionary 11.1%
3 Technology 9.56%
4 Financials 8.14%
5 Industrials 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
– –
-3,800
1527
– –
-54,400
1528
– –
-14,400
1529
– –
-3,400
1530
– –
-16,048
1531
– –
-3,900
1532
– –
-18,000
1533
– –
-19,267
1534
– –
-20,137
1535
– –
-3,420
1536
– –
-19,072
1537
– –
-16,185
1538
– –
-120,060
1539
– –
-17,439
1540
– –
-23,721
1541
– –
-8,505
58 59 60 61
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