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
276
$318K 0.03%
2,893
+21
277
$317K 0.03%
1,629
+10
278
$315K 0.03%
4,329
-70
279
$308K 0.03%
+3,013
280
$308K 0.03%
+7,606
281
$297K 0.03%
1,464
282
$296K 0.03%
2,897
+21
283
$295K 0.03%
3,215
+11
284
$295K 0.03%
3,118
+10
285
$294K 0.03%
10,150
-4,475
286
$292K 0.03%
655
+19
287
$289K 0.02%
5,600
-1,410
288
$287K 0.02%
860
+53
289
$281K 0.02%
5,802
+125
290
$281K 0.02%
6,825
+25
291
$279K 0.02%
1,194
+14
292
$274K 0.02%
2,334
+203
293
$268K 0.02%
1,900
+92
294
$265K 0.02%
1,095
+142
295
$264K 0.02%
402
+77
296
$264K 0.02%
1,105
+94
297
$263K 0.02%
23,512
-1,643
298
$258K 0.02%
245
-2
299
$254K 0.02%
+64
300
$253K 0.02%
2,445
+9
10 11
12
13 14