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
251
$385K 0.03%
2,660
252
$380K 0.03%
6,052
+366
253
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254
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259
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260
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262
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263
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265
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271
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272
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273
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15,859
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274
$337K 0.03%
5,281
-3,113
275
$335K 0.03%
2,416
-93
9 10
11
12 13