JIP
JBJ Investment Partners Portfolio holdings
AUM
$485M
This Quarter Return
+10.23%
1 Year Return
+11.36%
3 Year Return
+46.24%
5 Year Return
–
10 Year Return
–
AUM
$263M
AUM Growth
–
Cap. Flow
+$262M
Cap. Flow
% of AUM
99.93%
Top 10 Holdings %
Top 10 Hldgs %
83.52%
Holding
211
New
205
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$75.5M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$35.1M |
| 3 |
Schwab International Equity ETF
SCHF
|
$28.6M |
| 4 |
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
|
$14.6M |
| 5 |
Invesco Preferred ETF
PGX
|
$13.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.72% |
| 2 | Financials | 1.35% |
| 3 | Industrials | 0.76% |
| 4 | Healthcare | 0.7% |
| 5 | Consumer Staples | 0.62% |
