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
– –
-37,789
2002
– –
-6,638
2003
– –
-92,957
2004
– –
-30,468
2005
– –
-10,473
2006
– –
-12,256
2007
– –
-5,697
2008
– –
-44,997
2009
– –
-13,522
2010
– –
-6,788
2011
– –
-14,804
2012
– –
-266,380
2013
– –
-7,764
2014
– –
-37,235
2015
– –
-8,986
2016
– –
-11,000
2017
– –
-1,040
2018
– –
-1,971
2019
– –
-63,327
2020
– –
-19,678
2021
– –
-44,060
2022
– –
-13,400
2023
– –
-54,400
2024
– –
-10,300
2025
– –
-566,574
79 80
81
82 83