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
$588M
AUM Growth
+$89.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,285
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$5.77M
3
+$4.3M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$3.3M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.55M

Top Sells

1
+$35.1M
2
+$7.02M
3
+$3.94M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$3.55M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.52M

Sector Composition

1 Technology 14.49%
2 Healthcare 13.39%
3 Consumer Discretionary 12.57%
4 Industrials 10.53%
5 Financials 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$853K 0.15%
+75,796
202
$851K 0.14%
6,002
+49
203
$850K 0.14%
11,302
-8,698
204
$846K 0.14%
+11,241
205
$844K 0.14%
59,462
-11,799
206
$841K 0.14%
+64,036
207
$833K 0.14%
+10,232
208
$829K 0.14%
21,610
-41,982
209
$829K 0.14%
+1,551
210
$828K 0.14%
29,981
+1,581
211
$826K 0.14%
+9,198
212
$822K 0.14%
+17,017
213
$815K 0.14%
15,148
+6,589
214
$811K 0.14%
5,056
+3,113
215
$804K 0.14%
18,946
+11,846
216
$803K 0.14%
41,000
+20,300
217
$803K 0.14%
37,799
-2,183
218
$802K 0.14%
3,664
-6,992
219
$802K 0.14%
+14,056
220
$799K 0.14%
+25,100
221
$794K 0.14%
22,200
-8,854
222
$790K 0.13%
+34,679
223
$789K 0.13%
+6,381
224
$785K 0.13%
+3,188
225
$783K 0.13%
+18,000
7 8
9
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