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
101
$1.44M 0.13%
12,399
+82
102
$1.42M 0.13%
15,516
-435
103
$1.4M 0.13%
7,775
+1,799
104
$1.4M 0.13%
25,931
-3,577
105
$1.4M 0.13%
23,820
+491
106
$1.37M 0.12%
4,767
+846
107
$1.34M 0.12%
15,497
-430
108
$1.3M 0.12%
8,011
+657
109
$1.3M 0.12%
20,821
110
$1.3M 0.12%
6,968
+18
111
$1.29M 0.12%
30,721
+421
112
$1.27M 0.11%
21,996
+137
113
$1.27M 0.11%
45,816
-10,015
114
$1.26M 0.11%
31,362
+11,211
115
$1.25M 0.11%
2,063
-65
116
$1.25M 0.11%
6,857
-620
117
$1.24M 0.11%
70,187
+14,571
118
$1.22M 0.11%
20,483
119
$1.21M 0.11%
3,768
+179
120
$1.18M 0.11%
2,837
+222
121
$1.17M 0.1%
2,849
-358
122
$1.16M 0.1%
29,818
-30
123
$1.15M 0.1%
66,647
-10,531
124
$1.15M 0.1%
21,372
-124
125
$1.1M 0.1%
22,009
-16,934
3 4
5
6 7