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
176
$586K 0.07%
+3,062
177
$580K 0.07%
9,372
-529
178
$580K 0.07%
7,808
-2,288
179
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180
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5,760
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181
$569K 0.06%
9,013
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182
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183
$559K 0.06%
17,096
-9,640
184
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185
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17,105
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186
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+24,591
187
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5,031
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188
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29,682
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189
$542K 0.06%
11,047
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194
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195
$524K 0.06%
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196
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21,500
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197
$514K 0.06%
7,371
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198
$514K 0.06%
892
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199
$510K 0.06%
15,885
-1,518
200
$507K 0.06%
+5,171
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8
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