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
101
$1.55M 0.18%
7,682
+305
102
$1.53M 0.17%
15,765
-878
103
$1.46M 0.17%
6,488
-73
104
$1.41M 0.16%
28,538
+7,339
105
$1.41M 0.16%
31,495
+425
106
$1.38M 0.16%
6,048
-16
107
$1.38M 0.16%
19,928
+716
108
$1.35M 0.15%
13,326
+67
109
$1.34M 0.15%
70,253
+30,435
110
$1.32M 0.15%
33,904
+297
111
$1.31M 0.15%
9,477
-8,233
112
$1.3M 0.15%
26,567
-341
113
$1.28M 0.15%
6,601
+800
114
$1.26M 0.14%
13,715
+79
115
$1.26M 0.14%
7,738
+310
116
$1.26M 0.14%
1,881
-966
117
$1.21M 0.14%
9,253
+1,387
118
$1.19M 0.14%
7,295
-1,894
119
$1.17M 0.13%
9,159
+25
120
$1.12M 0.13%
21,265
-1,277
121
$1.12M 0.13%
59,003
+6,104
122
$1.12M 0.13%
5,841
-179
123
$1.11M 0.13%
13,370
-130
124
$1.11M 0.13%
22,647
+1,281
125
$1.1M 0.12%
2,654
+8
3 4
5
6 7