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
2301
– –
-3,106
2302
– –
-11,800
2303
– –
-73,311
2304
– –
-55,767
2305
– –
-16,206
2306
– –
-15,147
2307
– –
-38,201
2308
– –
-60,000
2309
– –
-10,845
2310
– –
-3,551
2311
– –
-5,400
2312
– –
-18,344
2313
– –
-14,000
2314
– –
-47,700
2315
– –
-38,700
2316
– –
-8,400
2317
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-22,138
2318
– –
-17,300
2319
– –
-128,771
2320
– –
-77,332
2321
– –
-3,517
2322
– –
-1,948
2323
– –
-28,293
2324
– –
-5,200
2325
– –
-222,396
91 92
93
94 95