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
351
$193K 0.02%
+30,654
352
$180K 0.02%
10,070
-1,855
353
$179K 0.02%
12,499
-545
354
$162K 0.01%
26,283
-613
355
$136K 0.01%
13,778
+149
356
$135K 0.01%
10,171
-156
357
$134K 0.01%
59,767
+27,767
358
$130K 0.01%
+11,151
359
$118K 0.01%
10,595
-349
360
$111K 0.01%
25,996
-230
361
$88.9K 0.01%
11,931
-5,139
362
$39.5K ﹤0.01%
49,741
+11,550
363
– –
-28,385
364
– –
-11,566
365
– –
-5,643
366
– –
-14,901
367
– –
-23,150
368
– –
-13,699
369
– –
-7,144
370
– –
-3,973
371
– –
-91,363
372
– –
-41,028
373
– –
-2,635
374
– –
-18,665
375
– –
-4,147
12 13 14
15
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