JF

Jump Financial Portfolio holdings

AUM $7.97B
1-Year Est. Return 21.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.39%
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
+$171M
2
+$55.9M
3
+$45.8M
4
META icon
Meta Platforms (Facebook)
META
+$30.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$23M

Top Sells

1
+$104M
2
+$97.7M
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 17.36%
2 Financials 11.28%
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
2401
– –
-43,131
2402
– –
-47,200
2403
– –
-24,353
2404
– –
-95,602
2405
– –
-28,159
2406
– –
-3,201
2407
– –
-15,201
2408
– –
-10,540
2409
– –
-21,413
2410
– –
-17,000
2411
– –
-87,510
2412
– –
-73,902
2413
– –
-18,475
2414
– –
-13,100
2415
– –
-26,668
2416
– –
-31,868
2417
– –
-6,400
93 94 95 96
97