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
151
$1.03M 0.17%
+12,102
152
$1M 0.17%
+54,312
153
$998K 0.17%
+14,100
154
$996K 0.17%
30,500
+15,600
155
$992K 0.17%
3,515
+1,562
156
$990K 0.17%
+26,968
157
$982K 0.17%
+4,986
158
$973K 0.17%
11,600
+7,200
159
$970K 0.17%
24,120
-14,775
160
$970K 0.17%
19,368
+1,082
161
$960K 0.16%
23,286
-19,415
162
$954K 0.16%
22,055
-10,736
163
$949K 0.16%
3,114
+583
164
$949K 0.16%
+34,300
165
$948K 0.16%
+13,856
166
$943K 0.16%
28,840
+11,144
167
$938K 0.16%
+18,312
168
$934K 0.16%
+37,000
169
$925K 0.16%
+30,900
170
$924K 0.16%
4,435
+2,671
171
$919K 0.16%
39,951
-30,088
172
$916K 0.16%
+12,814
173
$915K 0.16%
3,358
+482
174
$914K 0.16%
5,040
+2,340
175
$912K 0.16%
2,568
+468
5 6
7
8 9