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
$8.14B
AUM Growth
+$1.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,265
New
Increased
Reduced
Closed

Top Buys

1
+$149M
2
+$78.6M
3
+$75.8M
4
COST icon
Costco
COST
+$55.6M
5
PLTR icon
Palantir
PLTR
+$47.8M

Top Sells

1
+$91.5M
2
+$85.4M
3
+$84.4M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$55.9M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$48.3M

Sector Composition

1 Technology 21.96%
2 Healthcare 11.88%
3 Consumer Discretionary 10.86%
4 Industrials 10.74%
5 Financials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-47,260
2027
– –
-43,587
2028
– –
-305,842
2029
– –
-12,758
2030
– –
-183,597
2031
– –
-34,140
2032
– –
-23,905
2033
– –
-103,826
2034
– –
-2,983
2035
– –
-23,700
2036
– –
-18,063
2037
– –
-3,595
2038
– –
-16,582
2039
– –
-437,710
2040
– –
-13,056
2041
– –
-13,458
2042
– –
-20,837
2043
– –
-47,247
2044
– –
-86,350
2045
– –
-3,653
2046
– –
-421,710
2047
– –
-640
2048
– –
-41,076
2049
– –
-19,741
2050
– –
-109,128
80 81
82
83 84