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
$4.88B
AUM Growth
-$91.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,246
New
Increased
Reduced
Closed

Top Buys

1
+$148M
2
+$112M
3
+$102M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$33.1M
5
DLTR icon
Dollar Tree
DLTR
+$30.8M

Top Sells

1
+$206M
2
+$104M
3
+$82.4M
4
MSFT icon
Microsoft
MSFT
+$77M
5
AMZN icon
Amazon
AMZN
+$64.1M

Sector Composition

1 Technology 14.46%
2 Industrials 11.46%
3 Financials 11.24%
4 Consumer Discretionary 10.93%
5 Healthcare 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-6,082
2027
– –
-11,788
2028
– –
-30,700
2029
– –
-10,300
2030
– –
-7,232
2031
– –
-6,432
2032
– –
-7,536
2033
– –
-2,139
2034
– –
-2,460
2035
– –
-2,100
2036
– –
-17,371
2037
– –
-11,385
2038
– –
-14,108
2039
– –
-95,000
2040
– –
-89,888
2041
– –
-38,402
2042
– –
-11,921
2043
– –
-25,081
2044
– –
-37,695
2045
– –
-82,372
2046
– –
-44,776
2047
– –
-30,356
2048
– –
-80,863
2049
– –
-20,715
2050
– –
-10,800
80 81
82
83 84