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
251
$394K 0.03%
4,380
252
$387K 0.03%
+1,486
253
$383K 0.03%
6,698
-4,500
254
$383K 0.03%
2,893
+939
255
$372K 0.03%
4,732
-6,586
256
$369K 0.03%
1,721
-33
257
$366K 0.03%
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258
$365K 0.03%
22,530
+1,384
259
$362K 0.03%
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260
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3,854
-50
261
$361K 0.03%
16,548
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262
$358K 0.03%
2,051
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263
$356K 0.03%
5,196
-250
264
$354K 0.03%
3,124
-560
265
$351K 0.03%
16,696
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266
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2,845
267
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584
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269
$334K 0.03%
8,538
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270
$333K 0.03%
16,940
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271
$330K 0.03%
4,248
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272
$329K 0.03%
23,482
+8,292
273
$325K 0.03%
3,756
-24
274
$321K 0.03%
1,606
+160
275
$321K 0.03%
2,426
+10
9 10
11
12 13