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
$880M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$11.4M
3
+$11.3M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$9.05M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$7.09M

Top Sells

1
+$10M
2
+$10M
3
+$9.1M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$8.79M
5
MBB icon
iShares MBS ETF
MBB
+$8.56M

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
26
$7.77M 0.88%
84,750
+405
27
$7.67M 0.87%
179,501
+14,037
28
$7.25M 0.82%
212,932
+88,383
29
$6.72M 0.76%
275,382
+220,776
30
$6.71M 0.76%
46,408
+20,569
31
$6.61M 0.75%
+313,665
32
$6.61M 0.75%
16,068
-238
33
$6.39M 0.73%
57,982
+14,206
34
$6.03M 0.69%
170,110
-123,119
35
$5.95M 0.68%
28,074
+1,745
36
$5.82M 0.66%
39,141
+45
37
$5.79M 0.66%
217,467
-56,974
38
$5.79M 0.66%
93,465
+27,351
39
$5.65M 0.64%
73,335
-58
40
$5.54M 0.63%
35,710
-2,430
41
$5.33M 0.61%
105,831
-174,469
42
$5.15M 0.59%
24,252
+1,614
43
$4.93M 0.56%
14,345
+1,138
44
$4.71M 0.54%
80,516
-171,177
45
$4.54M 0.52%
34,863
+1,623
46
$4.38M 0.5%
9,271
-79
47
$4.2M 0.48%
15,023
-938
48
$4.18M 0.48%
100,889
-241,832
49
$4.03M 0.46%
13,040
-51
50
$3.8M 0.43%
70,371
+757
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