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
101
$1.44M 0.12%
3,761
-7
102
$1.43M 0.12%
14,203
-5,734
103
$1.42M 0.12%
6,676
-232
104
$1.41M 0.12%
25,239
+1,419
105
$1.4M 0.12%
8,163
-2,388
106
$1.38M 0.12%
+10,124
107
$1.37M 0.12%
2,033
-30
108
$1.36M 0.12%
6,879
+22
109
$1.35M 0.12%
8,300
+525
110
$1.34M 0.11%
2,962
+125
111
$1.32M 0.11%
22,258
+262
112
$1.31M 0.11%
27,264
+157
113
$1.31M 0.11%
24,732
-1,199
114
$1.3M 0.11%
31,136
+415
115
$1.29M 0.11%
8,056
+45
116
$1.28M 0.11%
41,011
+24,943
117
$1.28M 0.11%
7,025
+57
118
$1.28M 0.11%
41,670
+28,513
119
$1.23M 0.11%
14,712
-785
120
$1.21M 0.1%
20,483
121
$1.17M 0.1%
30,212
+394
122
$1.16M 0.1%
11,724
-6,189
123
$1.15M 0.1%
22,817
+1,445
124
$1.14M 0.1%
65,622
-1,025
125
$1.11M 0.09%
27,838
-3,524
3 4
5
6 7