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
$4.97B
AUM Growth
+$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,385
New
Increased
Reduced
Closed

Top Buys

1
+$193M
2
+$46.9M
3
+$38.4M
4
AAPL icon
Apple
AAPL
+$32.6M
5
AMZN icon
Amazon
AMZN
+$29.4M

Top Sells

1
+$114M
2
+$32.1M
3
+$16.1M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$12.6M
5
ZTS icon
Zoetis
ZTS
+$12.2M

Sector Composition

1 Technology 20.71%
2 Healthcare 10.42%
3 Consumer Discretionary 10.34%
4 Industrials 9.94%
5 Financials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-19,706
2002
– –
-4,831
2003
– –
-24,009
2004
– –
-32,505
2005
– –
-40,308
2006
– –
-6,000
2007
– –
-3,135
2008
– –
-7,387
2009
– –
-64,889
2010
– –
-14,276
2011
– –
-20,200
2012
– –
-48,905
2013
– –
-3,310
2014
– –
-6,325
2015
– –
-204,303
2016
– –
-17,473
2017
– –
-21,778
2018
– –
-126,500
2019
– –
-8,212
2020
– –
-3,314
2021
– –
-41,600
2022
– –
-41,000
2023
– –
-5,956
2024
– –
-85,320
2025
– –
-61,674
79 80
81
82 83