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
1976
– –
-16,500
1977
– –
-19,464
1978
– –
-87,070
1979
– –
-17,200
1980
– –
-7,352
1981
– –
-3,193
1982
– –
-25,600
1983
– –
-5,366
1984
– –
-11,177
1985
– –
-8,460
1986
– –
-13,300
1987
– –
-56,080
1988
– –
-84,984
1989
– –
-6,300
1990
– –
-151,432
1991
– –
-4,778
1992
– –
-8,195
1993
– –
-3,135
1994
– –
-65,200
1995
– –
-99,077
1996
– –
-40,203
1997
– –
-14,500
1998
– –
-44,447
1999
– –
-56,077
2000
– –
-15,300
78 79
80
81 82