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
$2.35B
AUM Growth
+$754M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,090
New
Increased
Reduced
Closed

Top Buys

1
+$290M
2
+$27.1M
3
+$25.8M
4
CME icon
CME Group
CME
+$18.4M
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$17.9M

Top Sells

1
+$82.9M
2
+$13.5M
3
+$10.9M
4
AAPL icon
Apple
AAPL
+$9.27M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$7.73M

Sector Composition

1 Technology 12.77%
2 Consumer Discretionary 10.49%
3 Healthcare 9.17%
4 Financials 8.81%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-6,495
2002
– –
-3,230
2003
– –
-1,565
2004
– –
-9,705
2005
– –
-17,100
2006
– –
-11,150
2007
– –
-34,902
2008
– –
-32,600
2009
– –
-3,400
2010
– –
-10,700
2011
– –
-8,800
2012
– –
-3,525
2013
– –
-22,105
2014
– –
-3,400
2015
– –
-15,600
2016
– –
-53,921
2017
– –
-8,885
2018
– –
-9,900
2019
– –
-22,400
2020
– –
-36,400
2021
– –
-25,063
2022
– –
-1,382
2023
– –
-66,100
2024
– –
-10,693
2025
– –
-12,446
79 80
81
82 83