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 11.41%
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
– –
-112,135
2027
– –
-10,096
2028
– –
-13,955
2029
– –
-3,048
2030
– –
-9,475
2031
– –
-6,003
2032
– –
-18,100
2033
– –
-5,388
2034
– –
-3,936
2035
– –
-16,522
2036
– –
-7,420
2037
– –
-8,755
2038
– –
-18,794
2039
– –
-19,400
2040
– –
-15,231
2041
– –
-1,787
2042
– –
-118,021
2043
– –
-33,150
2044
– –
-3,232
2045
– –
-4,515
2046
– –
-5,604
2047
– –
-81,675
2048
– –
-953
2049
– –
-14,500
2050
– –
-10,700
80 81
82
83 84