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 12.8%
2 Consumer Discretionary 10.49%
3 Healthcare 9.17%
4 Financials 8.8%
5 Industrials 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-4,165
2002
– –
-9,500
2003
– –
-22,317
2004
– –
-19,037
2005
– –
-291
2006
– –
-10,800
2007
– –
-13,167
2008
– –
-29,200
2009
– –
-18,926
2010
– –
-25,800
2011
– –
-1,297
2012
– –
-16,615
2013
– –
-7,866
2014
– –
-18,670
2015
– –
-2,404
2016
– –
-25,664
2017
– –
-27,400
2018
– –
-83,305
2019
– –
-39,252
2020
– –
-20,304
2021
– –
-4,900
2022
– –
-1,461
2023
– –
-396,880
2024
– –
-24,586
2025
– –
-3,000
79 80
81
82 83