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 11.83%
5 Financials 11.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-5,900
2002
– –
-10,108
2003
– –
-15,931
2004
– –
-16,948
2005
– –
-18,782
2006
– –
-32,900
2007
– –
-10,900
2008
– –
-7,044
2009
– –
-56,200
2010
– –
-74,383
2011
– –
-16,000
2012
– –
-5,535
2013
– –
-7,151
2014
– –
-5,867
2015
– –
-8,400
2016
– –
-7,200
2017
– –
-28,700
2018
– –
-18,967
2019
– –
-4,356
2020
– –
-9,900
2021
– –
-4,629
2022
– –
-9,793
2023
– –
-16,339
2024
– –
-33,043
2025
– –
-6,170
79 80
81
82 83