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
51
$3.78M 0.43%
75,193
-167,787
52
$3.76M 0.43%
39,696
-90,413
53
$3.72M 0.42%
12,614
+392
54
$3.6M 0.41%
15,950
+1,353
55
$3.55M 0.4%
34,136
-184
56
$3.27M 0.37%
68,108
-436
57
$3.25M 0.37%
64,679
-181,102
58
$2.98M 0.34%
59,520
-2,340
59
$2.89M 0.33%
27,174
-657
60
$2.86M 0.33%
+189,780
61
$2.85M 0.32%
45,879
-813
62
$2.8M 0.32%
18,530
-8,823
63
$2.76M 0.31%
61,108
-151,734
64
$2.66M 0.3%
7,065
-4,341
65
$2.6M 0.3%
28,014
+36
66
$2.6M 0.3%
20,955
-34,077
67
$2.59M 0.29%
17,475
+777
68
$2.56M 0.29%
14,056
+2,238
69
$2.52M 0.29%
30,398
+378
70
$2.46M 0.28%
60,311
-80,237
71
$2.43M 0.28%
25,081
-1,208
72
$2.4M 0.27%
84,085
+807
73
$2.31M 0.26%
26,343
+305
74
$2.3M 0.26%
6,332
+575
75
$2.28M 0.26%
8,939
-106
1 2
3
4 5