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
1926
– –
-3,320
1927
– –
-33,190
1928
– –
-26,387
1929
– –
-31,874
1930
– –
-123,444
1931
– –
-6,045
1932
– –
-35,189
1933
– –
-34,616
1934
– –
-11,620
1935
– –
-80,141
1936
– –
-20,049
1937
– –
-126,375
1938
– –
-105,400
1939
– –
-18,500
1940
– –
-16,100
1941
– –
-49,400
1942
– –
-4,306
1943
– –
-18,303
1944
– –
-33,963
1945
– –
-58,056
1946
– –
-27,849
1947
– –
-50,200
1948
– –
-4,274
1949
– –
-24,900
1950
– –
-287,500
76 77
78
79 80