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
2226
– –
-64,400
2227
– –
-84,406
2228
– –
-90,264
2229
– –
-127,943
2230
– –
-9,500
2231
– –
-26,549
2232
– –
-10,448
2233
– –
-14,500
2234
– –
-18,300
2235
– –
-14,478
2236
– –
-21,687
2237
– –
-42,034
2238
$0 ﹤0.01%
211,915
2239
– –
-92
2240
– –
-2,532
2241
– –
-5,651
2242
– –
-91,233
2243
– –
-8,650
2244
– –
-24,900
2245
– –
-9,345
2246
– –
-26,400
2247
– –
-10,400
2248
– –
-49,344
2249
– –
-10,684
2250
– –
-12,094
88 89
90
91 92