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 8.8%
5 Industrials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-1,686
2002
– –
-69,973
2003
– –
-3,270
2004
– –
-4,165
2005
– –
-9,500
2006
– –
-22,317
2007
– –
-19,037
2008
– –
-291
2009
– –
-33,296
2010
– –
-9,792
2011
– –
-74,426
2012
– –
-11,800
2013
– –
-33,300
2014
– –
-2,600
2015
– –
-2,245
2016
– –
-735
2017
– –
-10,762
2018
– –
-50,201
2019
– –
-265,791
2020
– –
-848
2021
– –
-16,500
2022
– –
-4,643
2023
– –
-583
2024
– –
-815
2025
– –
-312
79 80
81
82 83