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
76
$2.24M 0.25%
54,978
-7,450
77
$2.23M 0.25%
22,346
+2,830
78
$2.2M 0.25%
17,680
+990
79
$2.18M 0.25%
32,549
-139
80
$2.12M 0.24%
34,025
+730
81
$2.08M 0.24%
32,923
-228
82
$2.07M 0.24%
21,509
-257
83
$2M 0.23%
4,885
-440
84
$2M 0.23%
67,241
+3,282
85
$1.92M 0.22%
39,772
-60,425
86
$1.83M 0.21%
27,205
-125
87
$1.82M 0.21%
14,093
-61
88
$1.81M 0.21%
11,385
+3,651
89
$1.81M 0.21%
67,644
-167,640
90
$1.8M 0.2%
24,688
+2,964
91
$1.71M 0.19%
55,761
+7,558
92
$1.71M 0.19%
9,328
-1,752
93
$1.69M 0.19%
49,506
+21,819
94
$1.68M 0.19%
12,692
-17,838
95
$1.64M 0.19%
33,438
+651
96
$1.62M 0.18%
31,027
+6,552
97
$1.59M 0.18%
80,142
-139,471
98
$1.57M 0.18%
14,065
-332
99
$1.56M 0.18%
14,219
+157
100
$1.55M 0.18%
15,218
-246
2 3
4
5 6