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
326
$223K 0.03%
4,031
-10,191
327
$221K 0.03%
3,108
328
$219K 0.02%
21,910
+812
329
$219K 0.02%
635
+1
330
$216K 0.02%
1,461
+1
331
$212K 0.02%
4,203
-1,626
332
$211K 0.02%
+1,498
333
$208K 0.02%
16,663
+3,935
334
$206K 0.02%
+4,232
335
$204K 0.02%
+967
336
$202K 0.02%
+3,645
337
$201K 0.02%
+9,701
338
$195K 0.02%
12,536
-7,441
339
$190K 0.02%
+8,263
340
$173K 0.02%
+15,236
341
$172K 0.02%
33,894
+7,654
342
$148K 0.02%
11,734
-30
343
$144K 0.02%
26,121
+996
344
$142K 0.02%
19,752
+4,604
345
$138K 0.02%
10,812
-5,492
346
$137K 0.02%
16,199
347
$128K 0.01%
+4,719
348
$123K 0.01%
200,642
+27,824
349
$105K 0.01%
11,322
+406
350
$96.3K 0.01%
+22,563
12 13
14
15 16