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
126
$1.09M 0.12%
2,202
+4
127
$1.08M 0.12%
20,483
128
$1.06M 0.12%
17,461
-238
129
$1.05M 0.12%
6,941
-60
130
$1.04M 0.12%
10,382
+7,686
131
$1.01M 0.11%
12,469
-14
132
$973K 0.11%
22,193
+181
133
$972K 0.11%
34,707
-10,317
134
$965K 0.11%
+38,598
135
$961K 0.11%
23,046
+254
136
$958K 0.11%
60,037
-4,340
137
$956K 0.11%
29,314
+480
138
$948K 0.11%
13,631
-1,061
139
$946K 0.11%
12,813
-51,345
140
$912K 0.1%
+9,316
141
$900K 0.1%
13,117
-29
142
$872K 0.1%
13,600
+5,130
143
$823K 0.09%
21,293
+3,580
144
$822K 0.09%
21,980
+121
145
$817K 0.09%
15,785
+858
146
$813K 0.09%
16,272
+24
147
$780K 0.09%
3,126
+2,066
148
$777K 0.09%
52,978
+4,571
149
$777K 0.09%
7,361
+146
150
$774K 0.09%
10,198
+518
4 5
6
7 8