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 11.46%
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
– –
-8,304
2002
– –
-166,013
2003
– –
-34,000
2004
– –
-1,177
2005
– –
-18,563
2006
– –
-68,697
2007
– –
-212,294
2008
– –
-26,314
2009
– –
-8,030
2010
– –
-3,395
2011
– –
-5,327
2012
– –
-10,135
2013
– –
-6,399
2014
– –
-3,586
2015
– –
-73,740
2016
– –
-90,688
2017
– –
-81,084
2018
– –
-27,844
2019
– –
-7,900
2020
– –
-8,967
2021
– –
-52,030
2022
– –
-13,214
2023
– –
-6,907
2024
– –
-52,100
2025
– –
-24,431
79 80
81
82 83