JF

Jump Financial Portfolio holdings

AUM $7.85B
1-Year Est. Return 23.77%
This Quarter Est. Return
1 Year Est. Return
+23.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.64B
AUM Growth
+$1.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,124
New
Increased
Reduced
Closed

Top Buys

1
+$91.5M
2
+$76.1M
3
+$76M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$55.2M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$53.5M

Top Sells

1
+$93.8M
2
+$84.2M
3
+$27M
4
TSLA icon
Tesla
TSLA
+$25.9M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$25.3M

Sector Composition

1 Technology 19.52%
2 Healthcare 12.03%
3 Consumer Discretionary 10.91%
4 Financials 10.79%
5 Industrials 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-12,690
2002
– –
-302,864
2003
– –
-424,879
2004
– –
-6,567
2005
– –
-15,510
2006
– –
-215,725
2007
– –
-29,400
2008
– –
-66,135
2009
– –
-40,712
2010
– –
-26,368
2011
– –
-19,394
2012
– –
-9,914
2013
– –
-1,459,598
2014
– –
-29,296
2015
– –
-88,203
2016
– –
-18,827
2017
– –
-1,798
2018
– –
-29,498
2019
– –
-28,709
2020
– –
-18,739
2021
– –
-14,794
2022
– –
-10,332
2023
– –
-1,924
2024
– –
-92,284
2025
– –
-650
79 80
81
82 83