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JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.68B
1-Year Est. Return 22.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$300M
AUM Growth
-$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.41M
3
+$1.2M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$919K
5
DXC icon
DXC Technology
DXC
+$845K

Top Sells

1
+$11.2M
2
+$11.1M
3
+$10.7M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$9.39M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$5.79M

Sector Composition

1 Consumer Discretionary 9.25%
2 Technology 9.01%
3 Healthcare 5.93%
4 Financials 4.1%
5 Industrials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$45K 0.02%
11,926
-90,962
227
$28K 0.01%
12,833
-10,543
228
$2K ﹤0.01%
19,342
-9,412
229
– –
-14,492
230
– –
-4,656
231
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-4,117
232
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-33,966
233
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234
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-4,748
235
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-8,014
236
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-7,762
237
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-2,124
238
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-3,621
239
– –
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240
– –
-7,372
241
– –
-214,411
242
– –
-5,954
243
– –
-48,790
244
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-528
245
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-9,180
246
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-2,298
250
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-1,915
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