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

Top Buys

1
+$5.34M
2
+$4.34M
3
+$1.38M
4
GEV icon
GE Vernova
GEV
+$1.05M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$957K

Top Sells

1
+$2.03M
2
+$1.85M
3
+$1.53M
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
26
$11.7M 1%
451,635
+10,545
27
$10M 0.86%
544,634
+26,706
28
$9.74M 0.83%
20,858
+493
29
$8.73M 0.75%
87,444
+502
30
$8.35M 0.71%
41,284
+844
31
$8.3M 0.71%
242,991
+1,954
32
$7.91M 0.68%
14,463
+5
33
$7.5M 0.64%
34,895
+470
34
$7.06M 0.6%
42,835
+700
35
$6.91M 0.59%
37,694
+375
36
$6.75M 0.58%
165,247
-314
37
$6.15M 0.53%
15,125
+437
38
$5.9M 0.5%
11,578
+354
39
$5.87M 0.5%
85,987
+1,086
40
$5.63M 0.48%
83,383
-1,340
41
$5M 0.43%
70,635
+4,521
42
$4.93M 0.42%
18,795
+290
43
$4.76M 0.41%
32,589
-1,365
44
$4.75M 0.41%
26,104
+1,163
45
$4.73M 0.4%
83,884
-7,160
46
$4.63M 0.4%
91,804
+11,486
47
$4.35M 0.37%
17,620
+415
48
$4.28M 0.37%
12,443
+233
49
$4.21M 0.36%
27,962
-35
50
$4.18M 0.36%
63,285
-984
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2
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