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
$3.67B
AUM Growth
+$571M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,418
New
Increased
Reduced
Closed

Top Buys

1
+$171M
2
+$55.9M
3
+$45.8M
4
META icon
Meta Platforms (Facebook)
META
+$30.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$23M

Top Sells

1
+$104M
2
+$97.7M
3
+$55.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$21.6M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$18.4M

Sector Composition

1 Technology 17.36%
2 Financials 11.28%
3 Industrials 10.4%
4 Healthcare 10.23%
5 Consumer Discretionary 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-14,119
2002
– –
-17,254
2003
– –
-9,115
2004
– –
-11,300
2005
– –
-49,800
2006
– –
-16,015
2007
– –
-61,237
2008
– –
-12,911
2009
– –
-3,450
2010
– –
-27,354
2011
– –
-123,900
2012
– –
-10,673
2013
– –
-5,568
2014
– –
-231,551
2015
– –
-46,740
2016
– –
-64,015
2017
– –
-81,000
2018
– –
-58,167
2019
– –
-18,197
2020
– –
-3,106
2021
– –
-11,800
2022
– –
-73,311
2023
– –
-55,767
2024
– –
-38,201
2025
– –
-18,344
79 80
81
82 83