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
251
$364K 0.04%
6,721
+185
252
$363K 0.04%
14,023
+626
253
$363K 0.04%
4,676
+979
254
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19,678
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255
$360K 0.04%
24,421
+213
256
$359K 0.04%
908
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257
$358K 0.04%
21,346
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258
$355K 0.04%
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-210
259
$353K 0.04%
6,322
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260
$353K 0.04%
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-51
261
$349K 0.04%
+4,327
262
$346K 0.04%
17,725
263
$341K 0.04%
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264
$339K 0.04%
61,720
+11,615
265
$335K 0.04%
+7,439
266
$335K 0.04%
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267
$333K 0.04%
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268
$332K 0.04%
2,517
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269
$331K 0.04%
1,781
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270
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13,503
-1,088
271
$328K 0.04%
4,689
+17
272
$326K 0.04%
+4,754
273
$324K 0.04%
+12,913
274
$320K 0.04%
3,012
+11
275
$320K 0.04%
5,524
-12,290
9 10
11
12 13