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
$2.33B
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,188
New
Increased
Reduced
Closed

Top Buys

1
+$94.5M
2
+$54.4M
3
+$27.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$18.5M
5
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$16.8M

Top Sells

1
+$168M
2
+$38.8M
3
+$21.8M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$17M
5
GLD icon
SPDR Gold Trust
GLD
+$15.5M

Sector Composition

1 Technology 14.04%
2 Healthcare 11.69%
3 Financials 11.57%
4 Industrials 9.95%
5 Consumer Discretionary 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-32,900
2002
– –
-7,013
2003
– –
-10,700
2004
– –
-163,911
2005
– –
-12,901
2006
– –
-6,550
2007
– –
-3,000
2008
– –
-3,280
2009
– –
-1,045
2010
– –
-52,102
2011
– –
-11,723
2012
– –
-2,549
2013
– –
-25,081
2014
– –
-2,918
2015
– –
-14,485
2016
– –
-102,692
2017
– –
-81,501
2018
– –
-160,730
2019
– –
-89,182
2020
– –
-40,809
2021
– –
-110,003
2022
– –
-9,800
2023
– –
-136,400
2024
– –
-112,900
2025
– –
-13,208
79 80
81
82 83