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
26
$10.3M 0.92%
172,586
+3,616
27
$10M 0.9%
+517,928
28
$9.75M 0.87%
+241,037
29
$9.26M 0.83%
20,365
-957
30
$8.85M 0.79%
86,942
+427
31
$8.1M 0.73%
40,440
+1,597
32
$7.6M 0.68%
14,458
-224
33
$7.08M 0.64%
34,425
+25,687
34
$6.89M 0.62%
165,561
-71,536
35
$6.84M 0.61%
42,135
+1,996
36
$6.18M 0.55%
14,688
+575
37
$5.75M 0.52%
84,723
-13,931
38
$5.72M 0.51%
84,901
+69,365
39
$5.68M 0.51%
37,319
+1,072
40
$5.55M 0.5%
11,224
+1,068
41
$5.37M 0.48%
33,954
+1,142
42
$5.16M 0.46%
18,505
+739
43
$5.13M 0.46%
91,044
-112,687
44
$4.96M 0.44%
64,269
-1,233
45
$4.81M 0.43%
24,941
-1,041
46
$4.68M 0.42%
12,210
-928
47
$4.48M 0.4%
34,089
-2,214
48
$4.34M 0.39%
15,406
+195
49
$4.23M 0.38%
66,114
-4,189
50
$4.05M 0.36%
80,318
-282,789
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