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

Top Buys

1
+$23.1M
2
+$12.1M
3
+$11.1M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$8.42M
5
LABU icon
Direxion Daily S&P Biotech Bull 3X Shares
LABU
+$8.4M

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 15.34%
2 Financials 14.15%
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
– –
-6,865
2027
– –
-69,723
2028
– –
-32,538
2029
– –
-1,800
2030
– –
-7,008
2031
– –
-61,350
2032
– –
-48
2033
– –
-47,946
2034
– –
-51,600
2035
– –
-3,696
2036
– –
-13,900
2037
– –
-1,851
2038
– –
-3,762
2039
– –
-140,270
2040
– –
-9,132
2041
– –
-32,500
2042
– –
-295,638
2043
– –
-47,500
2044
– –
-5,002
2045
– –
-267
2046
– –
-2,105
2047
– –
-34,448
2048
– –
-35,056
2049
– –
-10,095
2050
– –
-10,264
80 81
82
83 84