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
201
$568K 0.05%
+7,431
202
$560K 0.05%
3,780
+4
203
$551K 0.05%
21,200
+42
204
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-6,859
205
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206
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3,899
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207
$527K 0.05%
2,390
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208
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209
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17,905
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210
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10,701
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211
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+2,155
212
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213
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10,478
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214
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215
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216
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217
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218
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219
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220
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221
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18,452
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222
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4,173
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223
$467K 0.04%
+2,542
224
$467K 0.04%
16,153
+883
225
$460K 0.04%
5,241
-73
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10 11