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
$1.17B
AUM Growth
+$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$4.35M
3
+$1.34M
4
GEV icon
GE Vernova
GEV
+$974K
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$956K

Top Sells

1
+$1.66M
2
+$1.64M
3
+$1.35M
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
376
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-1,808
377
– –
-2,204
378
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-5,518
379
– –
-10,070
380
– –
-4,677
381
– –
-8,150
382
– –
-13,345
383
– –
-9,296
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