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
$6.64B
AUM Growth
+$1.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,124
New
Increased
Reduced
Closed

Top Buys

1
+$100M
2
+$83.8M
3
+$82.3M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$70.8M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$60.6M

Top Sells

1
+$94M
2
+$84.2M
3
+$33.3M
4
MSFT icon
Microsoft
MSFT
+$29.3M
5
APH icon
Amphenol
APH
+$25.3M

Sector Composition

1 Technology 19.29%
2 Healthcare 12.03%
3 Financials 11.01%
4 Consumer Discretionary 10.91%
5 Industrials 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-78,500
2002
– –
-38,639
2003
– –
-28,878
2004
– –
-161,493
2005
– –
-72,396
2006
– –
-34,441
2007
– –
-8,700
2008
– –
-153,231
2009
– –
-26,047
2010
– –
-5,901
2011
– –
-8,229
2012
– –
-23,688
2013
– –
-115,553
2014
– –
-23,292
2015
– –
-37,913
2016
– –
-167
2017
– –
-639,641
2018
– –
-50,042
2019
– –
-86,482
2020
– –
-6,447
2021
– –
-772
2022
– –
-98,589
2023
– –
-12,690
2024
– –
-77,917
2025
– –
-6,567
79 80
81
82 83