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
176
$910K 0.15%
5,260
+1,788
177
$907K 0.15%
16,040
-18,898
178
$906K 0.15%
16,760
+6,650
179
$900K 0.15%
1,800
-65
180
$900K 0.15%
13,963
-160
181
$899K 0.15%
+15,425
182
$899K 0.15%
+109,000
183
$897K 0.15%
19,254
-6,631
184
$897K 0.15%
+2,366
185
$896K 0.15%
26,741
+18,641
186
$895K 0.15%
12,800
+4,700
187
$887K 0.15%
171,575
+30,972
188
$886K 0.15%
+50,463
189
$885K 0.15%
12,052
+5,900
190
$879K 0.15%
+15,600
191
$876K 0.15%
+126,172
192
$876K 0.15%
64,090
+35,390
193
$876K 0.15%
+69,176
194
$876K 0.15%
43,600
+26,500
195
$874K 0.15%
28,949
-44,035
196
$870K 0.15%
+9,848
197
$867K 0.15%
48,800
-32,200
198
$862K 0.15%
+45,777
199
$861K 0.15%
21,286
-7,618
200
$858K 0.15%
7,886
+5,897
6 7
8
9 10