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
$4.88B
AUM Growth
-$91.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,246
New
Increased
Reduced
Closed

Top Buys

1
+$148M
2
+$112M
3
+$102M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$33.1M
5
DLTR icon
Dollar Tree
DLTR
+$30.8M

Top Sells

1
+$206M
2
+$104M
3
+$82.4M
4
MSFT icon
Microsoft
MSFT
+$77M
5
AMZN icon
Amazon
AMZN
+$64.1M

Sector Composition

1 Technology 14.46%
2 Industrials 11.41%
3 Financials 11.24%
4 Consumer Discretionary 10.93%
5 Healthcare 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-53,766
2002
– –
-14,032
2003
– –
-36,500
2004
– –
-47,334
2005
– –
-26,817
2006
– –
-6,191
2007
– –
-61,478
2008
– –
-10,456
2009
– –
-24,302
2010
– –
-11,967
2011
– –
-34,821
2012
– –
-28,743
2013
– –
-19,200
2014
– –
-134,300
2015
– –
-22,700
2016
– –
-11,098
2017
– –
-21,756
2018
– –
-94,960
2019
– –
-32,474
2020
– –
-7,089
2021
– –
-10,669
2022
– –
-40,551
2023
– –
-6,184
2024
– –
-7,700
2025
– –
-2,721
79 80
81
82 83