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
$256M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.3M
3
+$9.46M
4
REM icon
iShares Mortgage Real Estate ETF
REM
+$9.02M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$8.47M

Top Sells

1
+$6.35M
2
+$6.17M
3
+$3.65M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.4M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.38M

Sector Composition

1 Consumer Discretionary 5.48%
2 Technology 4.69%
3 Financials 3.75%
4 Industrials 3.36%
5 Healthcare 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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-6,608
227
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-15,253
228
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-25,039
229
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-24,549
230
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-49,451
231
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-621
232
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-25,954
233
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-4,953
234
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-4,725
235
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-1,700
236
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-8,592
237
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-21,074
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