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

Top Buys

1
+$28M
2
+$18.6M
3
+$11.6M
4
PACW
PacWest Bancorp
PACW
+$11.1M
5
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$10.4M

Top Sells

1
+$23.1M
2
+$9.07M
3
+$8.49M
4
PYPL icon
PayPal
PYPL
+$7.75M
5
DOCU
DocuSign
DOCU
+$7.72M

Sector Composition

1 Technology 15.6%
2 Healthcare 13.52%
3 Consumer Discretionary 13.08%
4 Industrials 11.86%
5 Financials 11.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-60,400
2002
– –
-13,000
2003
– –
-18,500
2004
– –
-33,515
2005
– –
-23,400
2006
– –
-4,438
2007
– –
-15,537
2008
– –
-4,219
2009
– –
-29,631
2010
– –
-17,225
2011
– –
-7,047
2012
– –
-47,447
2013
– –
-30,000
2014
– –
-83,690
2015
– –
-10,000
2016
– –
-11,989
2017
– –
-30,300
2018
– –
-37,463
2019
– –
-17,504
2020
– –
-68,900
2021
– –
-179,900
2022
– –
-30,400
2023
– –
-11,200
2024
– –
-7,900
2025
– –
-120,232
79 80
81
82 83