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
176
$687K 0.06%
22,195
-2,148
177
$685K 0.06%
3,949
-74
178
$685K 0.06%
23,904
-2,361
179
$676K 0.06%
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-243
180
$672K 0.06%
10,213
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181
$651K 0.06%
+5,629
182
$650K 0.06%
29,458
183
$641K 0.05%
7,179
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184
$641K 0.05%
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+278
185
$639K 0.05%
24,036
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186
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30,359
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187
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8,391
-4,713
188
$632K 0.05%
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189
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8,098
+2,892
190
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20,241
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191
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193
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25,056
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194
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195
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1,876
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196
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197
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1,138
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198
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3,921
-114
199
$571K 0.05%
26,974
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200
$569K 0.05%
8,353
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