JF

Jump Financial Portfolio holdings

AUM $7.97B
1-Year Est. Return 21.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.39%
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
+$171M
2
+$55.9M
3
+$45.8M
4
META icon
Meta Platforms (Facebook)
META
+$30.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$23M

Top Sells

1
+$104M
2
+$97.7M
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 17.35%
2 Financials 11.29%
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
1951
– –
-1,961
1952
– –
-2,119
1953
– –
-332
1954
– –
-99,254
1955
– –
-53,601
1956
– –
-14,600
1957
– –
-60,025
1958
– –
-14,331
1959
– –
-520
1960
– –
-53,755
1961
– –
-105,000
1962
– –
-34,400
1963
– –
-10,442
1964
– –
-14,894
1965
– –
-617
1966
– –
-148
1967
– –
-27,315
1968
– –
-22,717
1969
– –
-7,827
1970
– –
-8,286
1971
– –
-11,929
1972
– –
-32,375
1973
– –
-86,199
1974
– –
-55,720
1975
– –
-22,788
77 78
79
80 81