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
2201
– –
-8,460
2202
– –
-56,080
2203
– –
-84,984
2204
– –
-6,300
2205
– –
-151,432
2206
– –
-4,778
2207
– –
-7,957
2208
– –
-3,135
2209
– –
-65,200
2210
– –
-99,077
2211
– –
-40,203
2212
– –
-14,500
2213
– –
-44,447
2214
– –
-56,077
2215
– –
-15,300
2216
– –
-15,000
2217
– –
-19,668
2218
– –
-23,852
2219
– –
-21,330
2220
– –
-10,356
2221
– –
-28,998
2222
– –
-23,743
2223
– –
-216,924
2224
– –
0
2225
– –
-154,099
87 88
89
90 91