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
$1.17B
AUM Growth
+$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$4.34M
3
+$1.38M
4
GEV icon
GE Vernova
GEV
+$1.05M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$957K

Top Sells

1
+$2.03M
2
+$1.85M
3
+$1.53M
4
ESPO icon
VanEck Video Gaming and eSports ETF
ESPO
+$1.3M
5
BAX icon
Baxter International
BAX
+$706K

Sector Composition

1 Technology 15.27%
2 Consumer Discretionary 4.76%
3 Communication Services 3.62%
4 Financials 3.53%
5 Healthcare 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$455K 0.04%
7,968
-1,600
227
$453K 0.04%
3,716
-4
228
$453K 0.04%
+15,215
229
$451K 0.04%
16,119
+6,055
230
$451K 0.04%
7,200
+1,950
231
$450K 0.04%
6,883
-380
232
$444K 0.04%
17,304
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233
$443K 0.04%
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234
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-267
235
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5,348
-1,613
236
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5,421
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237
$427K 0.04%
5,485
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238
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1,632
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239
$419K 0.04%
3,802
-597
240
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241
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242
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243
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244
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17,623
245
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16,868
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246
$397K 0.03%
4,284
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247
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2,910
+181
248
$396K 0.03%
8,358
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249
$395K 0.03%
2,681
+21
250
$395K 0.03%
9,532
+840
8 9
10
11 12