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 11.26%
5 Healthcare 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-19,963
2002
– –
-1,500
2003
– –
-25,000
2004
– –
-733
2005
– –
-48,945
2006
– –
-2,596
2007
– –
-135,475
2008
– –
-14,229
2009
– –
-273,837
2010
– –
-7,528
2011
– –
-25,000
2012
– –
-10,337
2013
– –
-52
2014
– –
-73,385
2015
– –
-20,700
2016
– –
-202,335
2017
– –
-4,500
2018
– –
-9,497
2019
– –
-12,704
2020
– –
-20,129
2021
– –
-14,446
2022
– –
-76,788
2023
– –
-145,858
2024
– –
-8,081
2025
– –
-14,238
79 80
81
82 83