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
151
$882K 0.08%
7,433
+18
152
$863K 0.07%
8,890
+62
153
$852K 0.07%
1,082
-8
154
$846K 0.07%
1,522
+147
155
$826K 0.07%
16,551
+187
156
$816K 0.07%
44,432
-3,028
157
$808K 0.07%
28,559
-3,074
158
$796K 0.07%
6,911
+11
159
$796K 0.07%
12,437
+31
160
$795K 0.07%
5,631
+144
161
$793K 0.07%
19,220
-7
162
$790K 0.07%
34,054
+1,103
163
$790K 0.07%
31,188
+12,576
164
$785K 0.07%
2,618
-2
165
$763K 0.07%
8,680
+27
166
$761K 0.07%
2,985
-167
167
$761K 0.07%
16,708
+2,490
168
$732K 0.06%
+24,081
169
$731K 0.06%
6,846
-121
170
$727K 0.06%
+19,840
171
$722K 0.06%
20,611
+6,037
172
$713K 0.06%
15,608
-364
173
$711K 0.06%
1,100
+40
174
$707K 0.06%
7,700
+4
175
$705K 0.06%
1,803
+80
5 6
7
8 9