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
51
$3.89M 0.35%
17,205
-510
52
$3.78M 0.34%
27,997
+60
53
$3.78M 0.34%
97,141
+14,109
54
$3.71M 0.33%
17,831
+63
55
$3.62M 0.32%
7,516
+405
56
$3.57M 0.32%
58,783
-462
57
$3.43M 0.31%
26,020
+575
58
$3.28M 0.29%
23,118
+852
59
$3.28M 0.29%
167,656
-76,110
60
$3.26M 0.29%
8,169
-195
61
$3.24M 0.29%
+323,563
62
$3.16M 0.28%
18,682
-35,864
63
$3.15M 0.28%
8,606
+2,815
64
$3.06M 0.27%
18,552
+761
65
$2.98M 0.27%
62,875
+48,391
66
$2.97M 0.27%
31,086
+3
67
$2.97M 0.27%
129,413
+32,326
68
$2.84M 0.25%
14,868
-497
69
$2.73M 0.24%
24,713
-104
70
$2.72M 0.24%
71,643
-815
71
$2.69M 0.24%
28,535
-264
72
$2.63M 0.24%
5,026
-50
73
$2.58M 0.23%
10,476
+1,507
74
$2.57M 0.23%
3,504
+1,289
75
$2.5M 0.22%
40,789
-9,851
1 2
3
4 5