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
$2.69B
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,379
New
Increased
Reduced
Closed

Top Buys

1
+$42.4M
2
+$28.9M
3
+$26.1M
4
NEE icon
NextEra Energy
NEE
+$20.1M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$16.9M

Top Sells

1
+$26M
2
+$21.8M
3
+$15.6M
4
IR icon
Ingersoll Rand
IR
+$15.1M
5
AAL icon
American Airlines Group
AAL
+$12.6M

Sector Composition

1 Technology 13.75%
2 Healthcare 12.79%
3 Industrials 11.71%
4 Consumer Discretionary 11.51%
5 Financials 10.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-5,539
2027
– –
-15,600
2028
– –
-10,320
2029
– –
-11,000
2030
– –
-9,781
2031
– –
-711
2032
– –
-16,400
2033
– –
-8,100
2034
– –
-149,413
2035
– –
-31,026
2036
– –
-67,304
2037
– –
-14,142
2038
– –
-10,524
2039
– –
-8,221
2040
– –
-63,921
2041
– –
-32,708
2042
– –
-19,500
2043
– –
-209,039
2044
– –
-54,155
2045
– –
-47,697
2046
– –
-23,835
2047
– –
-174,404
2048
– –
-4,838
2049
– –
-9,755
2050
– –
-9,362
80 81
82
83 84