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
$3.67B
AUM Growth
+$571M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,418
New
Increased
Reduced
Closed

Top Buys

1
+$177M
2
+$58.1M
3
+$43.2M
4
META icon
Meta Platforms (Facebook)
META
+$33.6M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$24.3M

Top Sells

1
+$110M
2
+$103M
3
+$55.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$21.6M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$18.4M

Sector Composition

1 Technology 17.4%
2 Financials 11.32%
3 Industrials 10.31%
4 Healthcare 10.23%
5 Consumer Discretionary 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1901
– –
-18,379
1902
– –
-30,421
1903
– –
-18,568
1904
– –
-21,400
1905
– –
-34,358
1906
– –
-15,500
1907
– –
-103,264
1908
– –
-11,400
1909
– –
-10,693
1910
– –
-7,100
1911
– –
-2,754
1912
– –
-21,515
1913
– –
-25,090
1914
– –
-36,000
1915
– –
-16,100
1916
– –
-86,540
1917
– –
-13,495
1918
– –
-46,727
1919
– –
-6,057
1920
– –
-88,400
1921
– –
-146,976
1922
– –
-5,304
1923
– –
-1,567
1924
– –
-27,900
1925
– –
-4,886
75 76
77
78 79