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
76
$2.49M 0.22%
15,157
-1,802
77
$2.38M 0.21%
4,943
+109
78
$2.34M 0.21%
17,670
-170
79
$2.32M 0.21%
27,077
+297
80
$2.21M 0.2%
12,617
-2,839
81
$2.19M 0.2%
17,913
+4,864
82
$2.12M 0.19%
27,005
-98
83
$2.12M 0.19%
42,247
+25,368
84
$2.11M 0.19%
32,009
-2,500
85
$2.05M 0.18%
14,641
+6,679
86
$2.01M 0.18%
19,937
+733
87
$2M 0.18%
12,768
-308
88
$1.92M 0.17%
10,551
-3,269
89
$1.92M 0.17%
31,869
+111
90
$1.88M 0.17%
11,129
-950
91
$1.85M 0.17%
5,911
-356
92
$1.77M 0.16%
13,465
-375
93
$1.74M 0.16%
17,982
-404
94
$1.71M 0.15%
17,522
-4,012
95
$1.65M 0.15%
32,014
+3,261
96
$1.63M 0.15%
5,439
-43,150
97
$1.6M 0.14%
14,548
+466
98
$1.55M 0.14%
+27,107
99
$1.54M 0.14%
30,220
-16,871
100
$1.47M 0.13%
6,908
-131
2 3
4
5 6