JIP

JBJ Investment Partners Portfolio holdings

AUM $485M
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$279M
AUM Growth
-$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$17M
3
+$10.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.34M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.59M

Top Sells

1
+$16.7M
2
+$12.8M
3
+$11.2M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$4.91M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$3.88M

Sector Composition

1 Technology 1.42%
2 Financials 0.58%
3 Consumer Staples 0.56%
4 Healthcare 0.42%
5 Communication Services 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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