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
$2.33B
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,189
New
Increased
Reduced
Closed

Top Buys

1
+$94.5M
2
+$54.4M
3
+$27.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$18.5M
5
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$16.8M

Top Sells

1
+$168M
2
+$38.8M
3
+$21.8M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$17M
5
GLD icon
SPDR Gold Trust
GLD
+$15.5M

Sector Composition

1 Technology 14.03%
2 Healthcare 11.69%
3 Financials 11.57%
4 Industrials 9.95%
5 Consumer Discretionary 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-49
2027
– –
-7,700
2028
– –
-19,031
2029
– –
-644
2030
– –
-5,093
2031
– –
-971
2032
– –
-30,101
2033
– –
-23,100
2034
– –
-81,501
2035
– –
-160,730
2036
– –
-89,182
2037
– –
-40,809
2038
– –
-2
2039
– –
-5,600
2040
– –
-500,200
2041
– –
-40,265
2042
– –
-51,434
2043
– –
-3,400
2044
– –
-21,300
2045
– –
-110,003
2046
– –
-36,900
2047
– –
-21,800
2048
– –
-13,995
2049
– –
-9,800
2050
– –
-136,400
80 81
82
83 84