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
76
$2.47M 0.21%
10,906
+430
77
$2.46M 0.21%
27,041
-1,494
78
$2.43M 0.21%
331,786
+8,223
79
$2.16M 0.18%
25,710
-1,367
80
$2.15M 0.18%
10,790
-339
81
$2.13M 0.18%
31,477
-392
82
$2.1M 0.18%
12,732
+115
83
$2.1M 0.18%
27,005
84
$2.09M 0.18%
32,143
+134
85
$1.99M 0.17%
19,809
+2,287
86
$1.95M 0.17%
12,851
+83
87
$1.9M 0.16%
13,018
-447
88
$1.85M 0.16%
11,669
-2,972
89
$1.76M 0.15%
37,074
-5,173
90
$1.74M 0.15%
17,337
-645
91
$1.69M 0.14%
5,729
-182
92
$1.67M 0.14%
71,497
+39,017
93
$1.62M 0.14%
30,200
-1,814
94
$1.59M 0.14%
14,647
+99
95
$1.56M 0.13%
5,052
-387
96
$1.56M 0.13%
4,951
+184
97
$1.54M 0.13%
80,767
+10,580
98
$1.52M 0.13%
29,753
-467
99
$1.46M 0.12%
12,667
+268
100
$1.44M 0.12%
14,236
-1,280
2 3
4
5 6