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
$263M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$75.5M
2
+$35.1M
3
+$28.6M
4
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$14.6M
5
PGX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$13K 0.01%
+271
177
$13K 0.01%
+260
178
$13K 0.01%
+91
179
$13K 0.01%
+232
180
$12K ﹤0.01%
+272
181
$12K ﹤0.01%
+251
182
$12K ﹤0.01%
+130
183
$12K ﹤0.01%
+110
184
$11K ﹤0.01%
+135
185
$10K ﹤0.01%
+154
186
$10K ﹤0.01%
+193
187
$10K ﹤0.01%
+55
188
$9K ﹤0.01%
+98
189
$9K ﹤0.01%
+200
190
$8K ﹤0.01%
+700
191
$7K ﹤0.01%
+130
192
$7K ﹤0.01%
+60
193
$7K ﹤0.01%
+120
194
$7K ﹤0.01%
+275
195
$7K ﹤0.01%
+272
196
$6K ﹤0.01%
+194
197
$5K ﹤0.01%
+100
198
$5K ﹤0.01%
+330
199
$5K ﹤0.01%
+59
200
$4K ﹤0.01%
+187
5 6 7
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