JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.71B
1-Year Est. Return 20.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.28%
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
+$11.3M
3
+$11.2M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$9.04M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$6.95M

Top Sells

1
+$10.1M
2
+$9.94M
3
+$9.11M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$8.8M
5
MBB icon
iShares MBS ETF
MBB
+$8.54M

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
351
$72.1K 0.01%
+11,248
352
$23.5K ﹤0.01%
934
+16
353
$15.6K ﹤0.01%
+18,443
354
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355
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356
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357
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-3,588
358
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359
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-7,916
360
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-26,398
361
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362
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-29,210
363
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-9,433
364
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-17,696
365
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-22,273
366
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367
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368
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369
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370
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371
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372
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373
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374
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375
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