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
126
$1.09M 0.09%
25,850
+1,478
127
$1.08M 0.09%
18,679
+31
128
$1.05M 0.09%
+6,146
129
$1.05M 0.09%
2,810
-39
130
$1.04M 0.09%
19,035
-9
131
$1.03M 0.09%
20,432
-16
132
$1.02M 0.09%
21,436
-573
133
$987K 0.08%
3,839
+230
134
$984K 0.08%
10,976
-456
135
$953K 0.08%
60,638
-2,793
136
$941K 0.08%
2,582
+22
137
$939K 0.08%
21,353
+163
138
$930K 0.08%
13,552
+83
139
$925K 0.08%
5,070
-24
140
$920K 0.08%
21,970
+4,904
141
$918K 0.08%
11,838
-843
142
$916K 0.08%
16,502
-505
143
$913K 0.08%
10,875
-61
144
$911K 0.08%
32,572
-13,244
145
$906K 0.08%
18,015
-3
146
$905K 0.08%
4,239
-77
147
$904K 0.08%
29,619
+14,320
148
$904K 0.08%
5,777
+68
149
$896K 0.08%
7,593
+39
150
$890K 0.08%
23,329
+340
4 5
6
7 8