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
$1.12B
AUM Growth
+$90M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$15.8M
3
+$13.6M
4
EPRF icon
Innovator S&P Investment Grade Preferred ETF
EPRF
+$10M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$9.75M

Top Sells

1
+$14.3M
2
+$12.9M
3
+$9.62M
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$6.35M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$6.07M

Sector Composition

1 Technology 13.63%
2 Consumer Discretionary 4.96%
3 Financials 3.72%
4 Healthcare 3.44%
5 Communication Services 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$232K 0.02%
5,406
+418
327
$231K 0.02%
3,062
+17
328
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+1,007
329
$229K 0.02%
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330
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+7,963
331
$228K 0.02%
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-373
332
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+1,808
333
$226K 0.02%
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+1
334
$224K 0.02%
14,463
-7,864
335
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+2,743
336
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+4,672
337
$218K 0.02%
+15,190
338
$217K 0.02%
1,525
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339
$216K 0.02%
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340
$214K 0.02%
+1,166
341
$212K 0.02%
+2,180
342
$211K 0.02%
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343
$211K 0.02%
674
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344
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+1,808
345
$209K 0.02%
+4,677
346
$208K 0.02%
+1,302
347
$204K 0.02%
+12,490
348
$204K 0.02%
4,144
-1,228
349
$203K 0.02%
4,000
350
$203K 0.02%
585
-14
12 13
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15 16