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
$3.67B
AUM Growth
+$571M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,418
New
Increased
Reduced
Closed

Top Buys

1
+$177M
2
+$58.1M
3
+$43.2M
4
META icon
Meta Platforms (Facebook)
META
+$33.6M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$24.3M

Top Sells

1
+$110M
2
+$103M
3
+$55.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$21.6M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$18.4M

Sector Composition

1 Technology 17.4%
2 Financials 11.32%
3 Industrials 10.31%
4 Healthcare 10.23%
5 Consumer Discretionary 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
– –
-28,839
2052
– –
-29,598
2053
– –
-42,400
2054
– –
-95,602
2055
– –
-28,159
2056
– –
-3,201
2057
– –
-15,201
2058
– –
-10,540
2059
– –
-34,400
2060
– –
-19,846
2061
– –
-11,115
2062
– –
-16,605
2063
– –
-19,047
2064
– –
-33,444
2065
– –
-12,004
2066
– –
-10,224
2067
– –
-10,500
2068
– –
-33,917
2069
– –
-14,772
2070
– –
-22,081
2071
– –
-16,240
2072
– –
-28,292
2073
– –
-21,619
2074
– –
-36,332
2075
– –
-10,130
81 82
83
84 85