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
$2.46B
AUM Growth
+$556M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,216
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$20.2M
3
+$11.5M
4
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$11.1M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$10M

Top Sells

1
+$23.1M
2
+$9.09M
3
+$9.07M
4
TSM icon
TSMC
TSM
+$8.8M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$7.81M

Sector Composition

1 Technology 15.73%
2 Healthcare 13.52%
3 Consumer Discretionary 13.08%
4 Industrials 11.69%
5 Financials 11.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-22,205
2002
– –
-79,111
2003
– –
-7,800
2004
– –
-34,200
2005
– –
-19,398
2006
– –
-519,754
2007
– –
-36,389
2008
– –
-21,311
2009
– –
-21,200
2010
– –
-10,229
2011
– –
-10,900
2012
– –
-39,905
2013
– –
-12,221
2014
– –
-17,700
2015
– –
-67,385
2016
– –
-8,123
2017
– –
-30,302
2018
– –
-4,124
2019
– –
-216,277
2020
– –
-2,607
2021
– –
-10,977
2022
– –
-7,397
2023
– –
-20,900
2024
– –
-37,231
2025
– –
-6,123
79 80
81
82 83