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
$1.12B
AUM Growth
+$90M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$15.8M
3
+$13.6M
4
EPRF icon
Innovator S&P Investment Grade Preferred ETF
EPRF
+$10M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$9.75M

Top Sells

1
+$14.3M
2
+$12.9M
3
+$9.62M
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$6.35M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$6.07M

Sector Composition

1 Technology 13.63%
2 Consumer Discretionary 4.96%
3 Financials 3.72%
4 Healthcare 3.44%
5 Communication Services 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$452K 0.04%
5,376
+13
227
$452K 0.04%
+5,054
228
$446K 0.04%
4,399
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229
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230
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231
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14,574
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232
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233
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234
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235
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237
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238
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239
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240
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241
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243
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244
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245
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246
$396K 0.04%
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247
$392K 0.04%
8,155
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248
$390K 0.04%
6,476
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249
$389K 0.03%
+3,835
250
$387K 0.03%
17,623
8 9
10
11 12