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
$2.57B
AUM Growth
+$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,154
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$18M
3
+$16.3M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$15.6M
5
QLD icon
ProShares Ultra QQQ
QLD
+$12.3M

Top Sells

1
+$94.5M
2
+$77.8M
3
+$39.9M
4
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$10.4M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$9.31M

Sector Composition

1 Technology 19.63%
2 Healthcare 12%
3 Financials 11.95%
4 Industrials 10%
5 Consumer Discretionary 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-44,511
2002
– –
-18,435
2003
– –
-1,062
2004
– –
-11,000
2005
– –
-1,370
2006
– –
-5,265
2007
– –
-11,800
2008
– –
-1,610
2009
– –
-44,600
2010
– –
-3,768
2011
– –
-116,200
2012
– –
-1,325
2013
– –
-2,627
2014
– –
-19,200
2015
– –
-122,800
2016
– –
-56,300
2017
– –
-36,500
2018
– –
-55,461
2019
– –
-20,335
2020
– –
-24,701
2021
– –
-19,063
2022
– –
-23,600
2023
– –
-16,500
2024
– –
-23,408
2025
– –
-10,300
79 80
81
82 83