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 17.36%
2 Financials 11.28%
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
– –
-80,000
1977
– –
-28,658
1978
– –
-8,211
1979
– –
-1,170
1980
– –
-24,900
1981
– –
-9,345
1982
– –
-26,400
1983
– –
-13,500
1984
– –
-114,925
1985
– –
-444
1986
– –
-78,200
1987
– –
-18,379
1988
– –
-13,343
1989
– –
-60,000
1990
– –
-15,858
1991
– –
-12,800
1992
– –
-4,878
1993
– –
-600
1994
– –
-32,245
1995
– –
-27,900
1996
– –
-5,369
1997
– –
-35,669
1998
– –
-2,300
1999
– –
-39,743
2000
– –
-287,500
78 79
80
81 82