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
2101
– –
-1,100
2102
– –
-8,900
2103
– –
-5,700
2104
– –
-36,800
2105
– –
-38,500
2106
– –
-24,830
2107
– –
-19,900
2108
– –
-20,875
2109
– –
-33,267
2110
– –
-164,569
2111
– –
-7,286
2112
– –
-3,860
2113
– –
-15,142
2114
– –
-64,122
2115
– –
-53,100
2116
– –
-14,400
2117
– –
-41,201
2118
– –
-74,800
2119
– –
-42,417
2120
– –
-44,417
2121
– –
-20,436
2122
– –
-46,698
2123
– –
-58,100
2124
– –
-19,300
2125
– –
-151,410
83 84
85
86 87