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
$4.88B
AUM Growth
-$91.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,246
New
Increased
Reduced
Closed

Top Buys

1
+$148M
2
+$112M
3
+$102M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$33.1M
5
DLTR icon
Dollar Tree
DLTR
+$30.8M

Top Sells

1
+$206M
2
+$104M
3
+$82.4M
4
MSFT icon
Microsoft
MSFT
+$77M
5
AMZN icon
Amazon
AMZN
+$64.1M

Sector Composition

1 Technology 14.46%
2 Industrials 11.46%
3 Financials 11.24%
4 Consumer Discretionary 10.93%
5 Healthcare 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
– –
-17,733
1977
– –
-17,600
1978
– –
-13,400
1979
– –
-23,426
1980
– –
-11,463
1981
– –
-169,348
1982
– –
-1,293
1983
– –
-18,876
1984
– –
-140,000
1985
– –
-69,966
1986
– –
-62,508
1987
– –
-29,041
1988
– –
-17,685
1989
– –
-32,300
1990
– –
-26,400
1991
– –
-43,458
1992
– –
-53,235
1993
– –
-183,378
1994
– –
-70,000
1995
– –
-10,000
1996
– –
-151,385
1997
– –
-6,325
1998
– –
-18,273
1999
– –
-3,074
2000
– –
-2,434
78 79
80
81 82