JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.53B
1-Year Est. Return 19.27%
This Quarter Est. Return
1 Year Est. Return
+19.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$880M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$11.4M
3
+$11.3M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$9.05M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$7.09M

Top Sells

1
+$10M
2
+$10M
3
+$9.1M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$8.79M
5
MBB icon
iShares MBS ETF
MBB
+$8.56M

Sector Composition

1 Technology 11.47%
2 Consumer Discretionary 5.2%
3 Healthcare 3.6%
4 Financials 3.34%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$431K 0.05%
2,415
-28
227
$431K 0.05%
10,595
+97
228
$423K 0.05%
+21,280
229
$422K 0.05%
4,213
+4
230
$418K 0.05%
+12,915
231
$415K 0.05%
23,098
-1,863
232
$414K 0.05%
18,719
-11,276
233
$414K 0.05%
+13,595
234
$413K 0.05%
+68,078
235
$413K 0.05%
104,777
+30,965
236
$413K 0.05%
+12,295
237
$412K 0.05%
6,860
+20
238
$406K 0.05%
1,799
+1
239
$406K 0.05%
82,650
+18,534
240
$405K 0.05%
+20,835
241
$402K 0.05%
10,898
+333
242
$400K 0.05%
23,117
-460
243
$393K 0.04%
4,225
-89
244
$388K 0.04%
12,916
-505
245
$388K 0.04%
15,892
+4,185
246
$385K 0.04%
+10,305
247
$380K 0.04%
+17,896
248
$378K 0.04%
6,962
-998
249
$374K 0.04%
12,680
-2,061
250
$366K 0.04%
18,997
-1,781
8 9
10
11 12