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

Top Buys

1
+$23.1M
2
+$12.1M
3
+$11.1M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$8.42M
5
LABU icon
Direxion Daily S&P Biotech Bull 3X Shares
LABU
+$8.4M

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 15.34%
2 Financials 14.15%
3 Healthcare 13.93%
4 Industrials 10.97%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-74,650
2002
– –
-3,487
2003
– –
-87,011
2004
– –
-67,762
2005
– –
-53,190
2006
– –
-24,916
2007
– –
-24,900
2008
– –
-13,492
2009
– –
-87,997
2010
– –
-144,423
2011
– –
-2,691
2012
– –
-4,492
2013
– –
-78,559
2014
– –
-3,265
2015
– –
-222,049
2016
– –
-90,790
2017
– –
-30,003
2018
– –
-39,197
2019
– –
-17,700
2020
– –
-8,146
2021
– –
-21,902
2022
– –
-82,997
2023
– –
-63,223
2024
– –
-66,400
2025
– –
-227,200
79 80
81
82 83