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
$1.12B
AUM Growth
+$90M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$15.8M
3
+$13.6M
4
EPRF icon
Innovator S&P Investment Grade Preferred ETF
EPRF
+$10M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$9.75M

Top Sells

1
+$14.3M
2
+$12.9M
3
+$9.62M
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$6.35M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$6.07M

Sector Composition

1 Technology 13.63%
2 Consumer Discretionary 4.96%
3 Financials 3.72%
4 Healthcare 3.44%
5 Communication Services 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$532K 0.05%
4,319
+26
202
$527K 0.05%
26,308
+210
203
$521K 0.05%
1,834
-2,145
204
$521K 0.05%
6,968
205
$519K 0.05%
6,502
-911
206
$518K 0.05%
892
+4
207
$514K 0.05%
4,528
+164
208
$511K 0.05%
3,684
-73
209
$508K 0.05%
7,263
-5
210
$496K 0.04%
10,656
+12
211
$489K 0.04%
16,749
+1,358
212
$486K 0.04%
4,893
-26
213
$483K 0.04%
3,440
-213
214
$483K 0.04%
10,266
+549
215
$481K 0.04%
+14,887
216
$480K 0.04%
+16,068
217
$479K 0.04%
1,804
-200
218
$477K 0.04%
18,784
+6,421
219
$476K 0.04%
5,206
-197
220
$471K 0.04%
18,104
-1,142
221
$470K 0.04%
+15,299
222
$469K 0.04%
3,720
+96
223
$464K 0.04%
6,629
+1,854
224
$459K 0.04%
20,177
+4,594
225
$458K 0.04%
5,314
-14
7 8
9
10 11