JIP
JBJ Investment Partners Portfolio holdings
AUM
$485M
1-Year Est. Return
11.36%
1 Year Est. Return
+11.36%
AUM
$482M
AUM Growth
-$5.4M
(-1.1%)
Holding
63
Top Buys
| 1 | +$2.78M | |
| 2 | +$1.42M | |
| 3 | +$1.32M | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$1.04M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$836K |
Top Sells
| 1 | +$2.92M | |
| 2 | +$2.53M | |
| 3 | +$645K | |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$628K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$290K |
Sector Composition
| 1 | Technology | 2.22% |
| 2 | Healthcare | 1.57% |
| 3 | Consumer Staples | 1.22% |
| 4 | Industrials | 1.2% |
| 5 | Financials | 0.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Verizon
VZ
$168B
| $297K | 0.06% |
5,498
-725
|
|
||
52
Vanguard S&P 500 ETF
VOO
$823B
| $296K | 0.06% |
752
-58
|
|
||
53
PPG Industries
PPG
$23B
| $284K | 0.06% |
1,985
-65
|
|
||
54
Ameren
AEE
$26.6B
| $261K | 0.05% |
3,223
|
|
||
55
Home Depot
HD
$343B
| $261K | 0.05% |
796
-90
|
|
||
56
DTE Energy
DTE
$26.5B
| $232K | 0.05% |
2,078
-340
|
|
||
57
Pinterest
PINS
$17.6B
| $212K | 0.04% |
4,152
+1,149
|
|
||
58
Aflac
AFL
$57.8B
| $208K | 0.04% |
3,986
|
|
||
59
Vanguard Mega Cap Growth ETF
MGK
$32.5B
| $208K | 0.04% |
885
|
|
||
60
Air Products & Chemicals
APD
$53.4B
| – | – |
-753
|
|
||
61
3M
MMM
$86B
| – | – |
-1,295
|
|
||
62
Philip Morris
PM
$244B
| – | – |
-2,080
|
|
||
63
Union Pacific
UNP
$139B
| – | – |
-999
|
|