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

Top Buys

1
+$171M
2
+$55.9M
3
+$45.8M
4
META icon
Meta Platforms (Facebook)
META
+$30.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$23M

Top Sells

1
+$104M
2
+$97.7M
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 17.36%
2 Financials 11.28%
3 Industrials 10.4%
4 Healthcare 10.23%
5 Consumer Discretionary 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2076
– –
-10,257
2077
– –
-16,601
2078
– –
-21,677
2079
– –
-3,569
2080
– –
-86,320
2081
– –
-51,415
2082
– –
-39,576
2083
– –
-254,681
2084
– –
-12,700
2085
– –
-10,876
2086
– –
-500
2087
– –
-16,386
2088
– –
-4,700
2089
– –
-116,584
2090
– –
-12,450
2091
– –
-23,440
2092
– –
-14,300
2093
– –
-35,874
2094
– –
-18,734
2095
– –
-6,279
2096
– –
-17,100
2097
– –
-21,100
2098
– –
-97,100
2099
– –
-261,209
2100
– –
-70,594
82 83
84
85 86