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

Top Buys

1
+$294M
2
+$26M
3
+$25.9M
4
CME icon
CME Group
CME
+$18.7M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$17.9M

Top Sells

1
+$82.9M
2
+$13.5M
3
+$11.1M
4
AAPL icon
Apple
AAPL
+$9.63M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$7.81M

Sector Composition

1 Technology 12.77%
2 Consumer Discretionary 10.49%
3 Healthcare 9.17%
4 Financials 8.8%
5 Industrials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-25,400
2002
– –
-24,011
2003
– –
-35,101
2004
– –
-2,605
2005
– –
-8,759
2006
– –
-18,800
2007
– –
-20,900
2008
– –
-10,700
2009
– –
-1,234
2010
– –
-1,322
2011
– –
-36,558
2012
– –
-32,000
2013
– –
-955
2014
– –
-17,100
2015
– –
-13,472
2016
– –
-22,977
2017
– –
-8,111
2018
– –
-69,779
2019
– –
-50,387
2020
– –
-130,846
2021
– –
-39,400
2022
– –
-73,829
2023
– –
-8,162
2024
– –
-52,000
2025
– –
-938
79 80
81
82 83