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
51
$4.05M 0.35%
23,904
+786
52
$4.02M 0.34%
17,760
-71
53
$3.81M 0.33%
30,790
-3,299
54
$3.81M 0.33%
14,936
-470
55
$3.79M 0.32%
98,047
+906
56
$3.55M 0.3%
7,986
-183
57
$3.43M 0.29%
58,586
-197
58
$3.4M 0.29%
7,702
+186
59
$3.29M 0.28%
170,306
+2,650
60
$3.29M 0.28%
26,565
+545
61
$3.14M 0.27%
122,698
-6,715
62
$3.14M 0.27%
65,351
+2,476
63
$3.1M 0.26%
3,648
+144
64
$3M 0.26%
18,271
-411
65
$2.96M 0.25%
31,013
-73
66
$2.94M 0.25%
8,833
+227
67
$2.9M 0.25%
18,070
+400
68
$2.87M 0.25%
5,283
+257
69
$2.82M 0.24%
70,830
-813
70
$2.68M 0.23%
17,672
-880
71
$2.63M 0.22%
41,297
+508
72
$2.63M 0.22%
24,614
-99
73
$2.61M 0.22%
15,085
+217
74
$2.58M 0.22%
15,123
-34
75
$2.49M 0.21%
4,970
+27
1 2
3
4 5