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
1976
– –
-8,166
1977
– –
-15,823
1978
– –
-99,100
1979
– –
-16,423
1980
– –
-3,490
1981
– –
-4,640
1982
– –
-45,393
1983
– –
-4,337
1984
– –
-39,432
1985
– –
-22,841
1986
– –
-21,901
1987
– –
-11,900
1988
– –
-19,866
1989
– –
-9,000
1990
– –
-95,374
1991
– –
-98,214
1992
– –
-29,215
1993
– –
-110,411
1994
– –
-5,200
1995
– –
-145,889
1996
– –
-33,718
1997
– –
-14,412
1998
– –
-366,270
1999
– –
-19,397
2000
– –
-2,910
78 79
80
81 82