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
301
$268K 0.03%
+10,743
302
$265K 0.03%
2,845
303
$262K 0.03%
2,800
304
$261K 0.03%
1,825
-746
305
$256K 0.03%
8,000
306
$254K 0.03%
13,736
-6,053
307
$251K 0.03%
3,304
+112
308
$248K 0.03%
9,450
-1,468
309
$247K 0.03%
1,277
+16
310
$247K 0.03%
2,881
-1,368
311
$246K 0.03%
+12,894
312
$246K 0.03%
532
-100
313
$245K 0.03%
1,619
+9
314
$243K 0.03%
5,841
+50
315
$240K 0.03%
2,619
-145
316
$240K 0.03%
+3,610
317
$238K 0.03%
2,864
-148
318
$235K 0.03%
8,654
-569
319
$234K 0.03%
2,140
320
$232K 0.03%
3,058
-633
321
$231K 0.03%
41,527
+31,211
322
$229K 0.03%
7,131
-415
323
$225K 0.03%
6,303
-1,858
324
$223K 0.03%
1,003
-1
325
$223K 0.03%
2,411
-88
11 12
13
14 15