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
$393M
AUM Growth
+$57.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$14.2M
3
+$8.42M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$7.45M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.21M

Top Sells

1
+$19.5M
2
+$5.75M
3
+$4.89M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$3.92M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.92M

Sector Composition

1 Financials 6.8%
2 Technology 5.51%
3 Consumer Discretionary 4.48%
4 Healthcare 3.46%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$242K 0.06%
2,724
+84
227
$232K 0.06%
2,473
+28
228
$231K 0.06%
+3,364
229
$228K 0.06%
+595
230
$224K 0.06%
+2,280
231
$221K 0.06%
3,230
+24
232
$221K 0.06%
+2,259
233
$218K 0.06%
+3,464
234
$217K 0.06%
2,270
235
$217K 0.06%
8,300
236
$213K 0.05%
+1,138
237
$213K 0.05%
+2,559
238
$213K 0.05%
+2,015
239
$212K 0.05%
+1,906
240
$212K 0.05%
1,759
-225
241
$212K 0.05%
+3,489
242
$207K 0.05%
+2,660
243
$205K 0.05%
+2,472
244
$203K 0.05%
+2,450
245
$203K 0.05%
+8,778
246
$203K 0.05%
+1,801
247
$202K 0.05%
+1,535
248
$201K 0.05%
+5,746
249
$182K 0.05%
16,209
+2,688
250
$169K 0.04%
+2,661
8 9
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