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
326
$213K 0.02%
1,167
+1
327
$212K 0.02%
+10,727
328
$211K 0.02%
3,269
+31
329
$209K 0.02%
652
-309
330
$209K 0.02%
+4,662
331
$208K 0.02%
+955
332
$208K 0.02%
+10,400
333
$207K 0.02%
1,993
-177
334
$204K 0.02%
8,098
335
$201K 0.02%
+7,701
336
$200K 0.02%
3,309
-2,743
337
$191K 0.02%
113,424
+53,657
338
$171K 0.01%
11,402
-3,061
339
$169K 0.01%
26,283
340
$168K 0.01%
14,460
+3,309
341
$159K 0.01%
12,499
342
$148K 0.01%
15,469
+1,691
343
$127K 0.01%
+18,125
344
$118K 0.01%
34,814
+8,818
345
$99.1K 0.01%
10,788
-15,683
346
$67.4K 0.01%
10,140
-1,791
347
– –
-10,595
348
– –
-16,519
349
– –
-14,928
350
– –
-9,544
12 13
14
15 16