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
$1.9B
AUM Growth
-$670M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,166
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$12.4M
3
+$10.2M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$9.09M
5
LABU icon
Direxion Daily S&P Biotech Bull 3X Shares
LABU
+$8.28M

Top Sells

1
+$41M
2
+$31.6M
3
+$18.4M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$17.7M
5
MSFT icon
Microsoft
MSFT
+$16.5M

Sector Composition

1 Technology 15.33%
2 Financials 14.16%
3 Healthcare 13.93%
4 Industrials 10.97%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-39,949
2027
– –
-6,017
2028
– –
-8,931
2029
– –
-88,053
2030
– –
-107,496
2031
– –
-106,369
2032
– –
-78,562
2033
– –
-78,748
2034
– –
-11,921
2035
– –
-152,001
2036
– –
-13,100
2037
– –
-230,400
2038
– –
-3,358
2039
– –
-71,222
2040
– –
-87,900
2041
– –
-20,825
2042
– –
-95,659
2043
– –
-24,440
2044
– –
-2,940
2045
– –
-1,410
2046
– –
-726
2047
– –
-32,254
2048
– –
-35,035
2049
– –
-47,200
2050
– –
-4,443
80 81
82
83 84