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
$1.9B
AUM Growth
-$670M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,166
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$12.4M
3
+$10.2M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$9.09M
5
LABU icon
Direxion Daily S&P Biotech Bull 3X ETF
LABU
+$8.28M

Top Sells

1
+$41M
2
+$31.6M
3
+$18.4M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$17.7M
5
MSFT icon
Microsoft
MSFT
+$16.5M

Sector Composition

1 Technology 15.33%
2 Financials 14.16%
3 Healthcare 13.93%
4 Industrials 11.01%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-28,500
2002
– –
-4,800
2003
– –
-1,946
2004
– –
-3,950
2005
– –
-12,600
2006
– –
-24,400
2007
– –
-28,704
2008
– –
-31,222
2009
– –
-27,411
2010
– –
-32,500
2011
– –
-22,971
2012
– –
-56,233
2013
– –
-5,800
2014
– –
-295,638
2015
– –
-47,500
2016
– –
-5,002
2017
– –
-10,963
2018
– –
-64,217
2019
– –
-6,399
2020
– –
-2,157
2021
– –
-267
2022
– –
-94,700
2023
– –
-12,564
2024
– –
-18,819
2025
– –
-2,105
79 80
81
82 83