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
$4.76B
AUM Growth
-$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,112
New
Increased
Reduced
Closed

Top Buys

1
+$94.1M
2
+$84.7M
3
+$27.6M
4
AMZN icon
Amazon
AMZN
+$26.8M
5
LMT icon
Lockheed Martin
LMT
+$25.9M

Top Sells

1
+$163M
2
+$154M
3
+$119M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$52M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$38.5M

Sector Composition

1 Technology 17.33%
2 Consumer Discretionary 12.72%
3 Financials 11.7%
4 Industrials 11.27%
5 Healthcare 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-11,600
2002
– –
-1,211
2003
– –
-104,084
2004
– –
-108,400
2005
– –
-15,877
2006
– –
-20,900
2007
– –
-38,265
2008
– –
-27,589
2009
– –
-102,167
2010
– –
-28,225
2011
– –
-2,043
2012
– –
-9,861
2013
– –
-11,419
2014
– –
-27,800
2015
– –
-14,984
2016
– –
-134
2017
– –
-4,061
2018
– –
-15,662
2019
– –
-57,000
2020
– –
-33,424
2021
– –
-54,191
2022
– –
-598,018
2023
– –
-10,694
2024
– –
-35,574
2025
– –
-36,145
79 80
81
82 83