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
$446M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$14.9M
3
+$13.6M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$10.4M
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$8.19M

Top Sells

1
+$6.31M
2
+$3.68M
3
+$3.67M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$3.62M
5
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$2.75M

Sector Composition

1 Technology 7.04%
2 Financials 5.78%
3 Consumer Discretionary 4.8%
4 Healthcare 4.08%
5 Industrials 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$352K 0.08%
32,650
+585
227
$350K 0.08%
9,925
+165
228
$348K 0.08%
+2,007
229
$347K 0.08%
+9,032
230
$346K 0.08%
+4,206
231
$343K 0.08%
8,919
+123
232
$343K 0.08%
+16,469
233
$341K 0.08%
+164
234
$336K 0.08%
+4,344
235
$336K 0.08%
5,393
+1,715
236
$336K 0.08%
+21,821
237
$334K 0.07%
273
-3
238
$333K 0.07%
+1,426
239
$333K 0.07%
+11,646
240
$330K 0.07%
4,508
-2,065
241
$329K 0.07%
4,389
-4,690
242
$328K 0.07%
3,300
-4,880
243
$326K 0.07%
4,468
-1,608
244
$325K 0.07%
+4,732
245
$322K 0.07%
+3,778
246
$322K 0.07%
+1,588
247
$322K 0.07%
+3,276
248
$320K 0.07%
+8,425
249
$319K 0.07%
5,106
-8,828
250
$317K 0.07%
2,699
+695
8 9
10
11 12