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
126
$1.09M 0.1%
3,609
+1,258
127
$1.08M 0.1%
18,648
-63,009
128
$1.08M 0.1%
24,343
-2,364
129
$1.04M 0.09%
22,989
-788
130
$1.04M 0.09%
24,372
+261
131
$1.03M 0.09%
20,448
+165
132
$1M 0.09%
63,431
+986
133
$998K 0.09%
19,044
-322
134
$986K 0.09%
11,318
+3,056
135
$972K 0.09%
13,104
+9,550
136
$940K 0.08%
13,469
-440
137
$935K 0.08%
16,364
-484
138
$930K 0.08%
5,094
+101
139
$922K 0.08%
17,007
+2,813
140
$918K 0.08%
31,633
-1,317
141
$917K 0.08%
11,432
+122
142
$914K 0.08%
10,936
+41
143
$910K 0.08%
12,681
-585
144
$909K 0.08%
1,090
-36
145
$906K 0.08%
18,018
-3,159
146
$905K 0.08%
20,697
-1,070
147
$901K 0.08%
5,709
-468
148
$899K 0.08%
21,190
-504
149
$897K 0.08%
7,415
-82
150
$896K 0.08%
5,487
-542
4 5
6
7 8