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
276
$318K 0.04%
10,808
+597
277
$317K 0.04%
14,300
-9,394
278
$315K 0.04%
3,764
-14
279
$310K 0.04%
23,014
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280
$309K 0.04%
2,089
-62
281
$308K 0.04%
800
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282
$308K 0.04%
3,822
+1,035
283
$307K 0.03%
2,613
284
$305K 0.03%
2,001
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285
$303K 0.03%
3,165
+279
286
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+3,658
287
$300K 0.03%
2,006
-5,151
288
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10,133
-157
289
$295K 0.03%
2,809
+20
290
$293K 0.03%
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-51,574
291
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292
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-133
293
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+13,850
294
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295
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6,407
-68
296
$280K 0.03%
1,129
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297
$278K 0.03%
3,627
-602
298
$278K 0.03%
5,812
+48
299
$275K 0.03%
14,795
-17,283
300
$272K 0.03%
4,636
10 11
12
13 14