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
$3.1B
AUM Growth
+$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,388
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$95.1M
3
+$93.1M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$55.9M
5
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$21.7M

Top Sells

1
+$57M
2
+$31.4M
3
+$26.2M
4
NEE icon
NextEra Energy
NEE
+$16.7M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$16.3M

Sector Composition

1 Technology 13.48%
2 Consumer Discretionary 10.78%
3 Industrials 10.35%
4 Healthcare 9.81%
5 Financials 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-13,322
2002
– –
-20,800
2003
– –
-1,200
2004
– –
-60,700
2005
– –
-4,401
2006
– –
-20,286
2007
– –
-2,826
2008
– –
-13,132
2009
– –
-27,425
2010
– –
-26,741
2011
– –
-5,082
2012
– –
-39,900
2013
– –
-2,251
2014
– –
-52,651
2015
– –
-57,459
2016
– –
-22,435
2017
– –
-1,903
2018
– –
-136,571
2019
– –
-5,318
2020
– –
-4,171
2021
– –
-13,622
2022
– –
-60,452
2023
– –
-12,500
2024
– –
-8,190
2025
– –
-100
79 80
81
82 83