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 17.32%
2 Financials 11.32%
3 Industrials 10.4%
4 Healthcare 10.23%
5 Consumer Discretionary 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
– –
-18,094
1927
– –
-20,800
1928
– –
-12,432
1929
– –
-21,149
1930
– –
-216,574
1931
– –
-34,122
1932
– –
-3,800
1933
– –
-8,166
1934
– –
-36,826
1935
– –
-11,328
1936
– –
-21,662
1937
– –
-46,120
1938
– –
-11,115
1939
– –
-16,605
1940
– –
-19,047
1941
– –
-33,444
1942
– –
-12,004
1943
– –
-48,556
1944
– –
-15,823
1945
– –
-99,100
1946
– –
-16,423
1947
– –
-3,490
1948
– –
-10,224
1949
– –
-4,640
1950
– –
-45,393
76 77
78
79 80