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
201
$505K 0.06%
12,335
-1,952
202
$497K 0.06%
17,613
-534
203
$493K 0.06%
+9,497
204
$491K 0.06%
4,225
-60
205
$488K 0.06%
2,136
+343
206
$488K 0.06%
3,767
-2,813
207
$481K 0.05%
4,849
208
$479K 0.05%
1,980
+1,101
209
$474K 0.05%
20,166
-25,392
210
$473K 0.05%
27,599
+4,830
211
$469K 0.05%
+8,156
212
$465K 0.05%
7,214
-33
213
$462K 0.05%
2,377
-328
214
$461K 0.05%
6,805
-2,960
215
$459K 0.05%
2,298
+31
216
$459K 0.05%
2,900
-189
217
$454K 0.05%
15,981
+9,556
218
$451K 0.05%
3,286
+163
219
$449K 0.05%
3,837
+103
220
$447K 0.05%
5,617
-3,420
221
$444K 0.05%
11,877
-11,728
222
$443K 0.05%
5,931
-10,012
223
$442K 0.05%
19,772
+1,865
224
$441K 0.05%
2,160
-247
225
$439K 0.05%
2,197
+32
7 8
9
10 11