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
$8.14B
AUM Growth
+$1.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,265
New
Increased
Reduced
Closed

Top Buys

1
+$149M
2
+$78.6M
3
+$75.8M
4
COST icon
Costco
COST
+$55.6M
5
PLTR icon
Palantir
PLTR
+$47.8M

Top Sells

1
+$91.5M
2
+$85.4M
3
+$84.4M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$55.9M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$48.3M

Sector Composition

1 Technology 21.96%
2 Healthcare 11.88%
3 Consumer Discretionary 10.86%
4 Industrials 10.74%
5 Financials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-6,861
2002
– –
-15,000
2003
– –
-91,704
2004
– –
-14,270
2005
– –
-9,236
2006
– –
-27,032
2007
– –
-80,147
2008
– –
-40,771
2009
– –
-39,559
2010
– –
-96,832
2011
– –
-3,082
2012
– –
-52,221
2013
– –
-4,427
2014
– –
-102,100
2015
– –
-22,618
2016
– –
-168,711
2017
– –
-54,176
2018
– –
-7,704
2019
– –
-97,600
2020
– –
-10,168
2021
– –
-47,164
2022
– –
-15,397
2023
– –
-3,963
2024
– –
-42,003
2025
– –
-111,543
79 80
81
82 83