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 17.32%
2 Financials 11.32%
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
2201
– –
-4,224
2202
– –
-32,968
2203
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-8,329
2204
– –
-3,569
2205
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-86,320
2206
– –
-51,415
2207
– –
-500
2208
– –
-16,386
2209
– –
-22,516
2210
– –
-1,062
2211
– –
-13,441
2212
– –
-1,834
2213
– –
-25,000
2214
– –
-38,813
2215
– –
-17,200
2216
– –
-7,352
2217
– –
-3,193
2218
– –
-11,177
2219
– –
-56,080
2220
– –
-84,984
2221
– –
-56,077
2222
– –
-15,300
2223
– –
-15,000
2224
– –
-19,668
2225
– –
-23,852
87 88
89
90 91