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JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.68B
1-Year Est. Return 22.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.83%
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
– –
-13,847
355
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-26,398
356
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-22,273
357
– –
-1,294
358
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-7,670
359
– –
-7,963
360
– –
-16,907
361
– –
-3,633
362
– –
-10,341
363
– –
-7,916
364
– –
-6,392
365
– –
-14,770
366
– –
-2,141
367
– –
-26,808
368
– –
-32,774
369
– –
-6,478
370
– –
-14,711
371
– –
-10,045
372
– –
-4,951
373
– –
-6,023
374
– –
-15,048
375
– –
-17,696
12 13 14
15
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