JF

Jump Financial Portfolio holdings

AUM $8.14B
1-Year Est. Return 18.67%
This Quarter Est. Return
1 Year Est. Return
+18.67%
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
Utilities Select Sector SPDR Fund
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
Consumer Discretionary Select Sector SPDR Fund
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
1
$18.9M 3.22%
96,402
-35,799
2
$7.47M 1.27%
+164,348
3
$6.8M 1.16%
79,433
+67,367
4
$5.97M 1.02%
32,811
-355
5
$5.62M 0.96%
48,754
+3,812
6
$4.84M 0.82%
77,205
+52,649
7
$4.55M 0.77%
35,056
+18,056
8
$4.3M 0.73%
+94,242
9
$3.52M 0.6%
37,748
-8,100
10
$2.81M 0.48%
24,796
-6,231
11
$2.65M 0.45%
24,815
+7,910
12
$2.55M 0.43%
+10,592
13
$2.52M 0.43%
+37,435
14
$2.31M 0.39%
38,340
+29,613
15
$2.31M 0.39%
+59,974
16
$2.21M 0.38%
+5,883
17
$2.2M 0.38%
47,296
+4,408
18
$2.2M 0.37%
40,612
+21,812
19
$2.15M 0.37%
+6,360
20
$2.13M 0.36%
+6,760
21
$2.12M 0.36%
+30,565
22
$2.12M 0.36%
10,602
+3,607
23
$2.11M 0.36%
51,874
+10,593
24
$2.1M 0.36%
6,231
+2,144
25
$2.1M 0.36%
43,100
-46,331
1
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