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
$6.64B
AUM Growth
+$1.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,124
New
Increased
Reduced
Closed

Top Buys

1
+$91.5M
2
+$76.1M
3
+$76M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$55.2M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$53.5M

Top Sells

1
+$93.8M
2
+$84.2M
3
+$27M
4
TSLA icon
Tesla
TSLA
+$25.9M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$25.3M

Sector Composition

1 Technology 19.52%
2 Healthcare 12.03%
3 Consumer Discretionary 10.91%
4 Financials 10.79%
5 Industrials 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-8,200
2027
– –
-11,400
2028
– –
-8,572
2029
– –
-14,415
2030
– –
-75,552
2031
– –
-16,057
2032
– –
-17,860
2033
– –
-6,300
2034
– –
-342,903
2035
– –
-215,794
2036
– –
-8,320
2037
– –
-156,100
2038
– –
-111,624
2039
– –
-26,817
2040
– –
-53,052
2041
– –
-183,281
2042
– –
-25,290
2043
– –
-9,244
2044
– –
-51,415
2045
– –
-33,906
2046
– –
-10,126
2047
– –
-34,042
2048
– –
-1,298
2049
– –
-60,100
2050
– –
-20,508
80 81
82
83 84