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
1
$78.1M 7%
677,416
+38,133
2
$53.6M 4.8%
206,173
+10,032
3
$53.3M 4.78%
310,783
-6,753
4
$48.9M 4.38%
2,361,618
+6,186
5
$47.3M 4.24%
197,332
+635
6
$40.3M 3.61%
446,030
-6,120
7
$33M 2.96%
514,272
+80,485
8
$31.4M 2.82%
1,545,093
+148,038
9
$28.9M 2.59%
68,766
-613
10
$28.7M 2.58%
64,729
-21,661
11
$21.6M 1.93%
668,653
+421,708
12
$21M 1.88%
709,808
+533,454
13
$19.6M 1.76%
239,598
-35,889
14
$18.7M 1.68%
103,893
-2,791
15
$17.9M 1.6%
391,898
+62,006
16
$17.8M 1.6%
101,432
+1,372
17
$17M 1.52%
+809,895
18
$16.9M 1.51%
300,570
+26,013
19
$15.1M 1.35%
139,344
+17,213
20
$14.7M 1.32%
30,350
-305
21
$14.7M 1.32%
254,478
+26,647
22
$11.9M 1.07%
78,788
+14
23
$11.9M 1.06%
441,090
+39,849
24
$11.4M 1.02%
39,498
+79
25
$10.7M 0.96%
13,751
+379
1
2 3 4 5