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
2076
– –
-16,439
2077
– –
-13,343
2078
– –
-15,858
2079
– –
-12,800
2080
– –
-4,878
2081
– –
-31,170
2082
– –
-43,392
2083
– –
-36,000
2084
– –
-21,607
2085
– –
-3,800
2086
– –
-3,747
2087
– –
-11,600
2088
– –
-21,000
2089
– –
-25,912
2090
– –
-6,000
2091
– –
-11,410
2092
– –
-10,646
2093
– –
-14,174
2094
– –
-23,741
2095
– –
-12,566
2096
– –
-62,345
2097
– –
-8,100
2098
– –
-20,417
2099
– –
-2,225
2100
– –
-52,946
82 83
84
85 86