JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.71B
1-Year Est. Return 20.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$283M
AUM Growth
-$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$10.4M
3
+$10.1M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$6.87M
5
LK
Luckin Coffee Inc. American Depositary Shares
LK
+$4.7M

Top Sells

1
+$14.7M
2
+$14.4M
3
+$13.5M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$12.3M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$11.8M

Sector Composition

1 Technology 7.66%
2 Consumer Discretionary 3.81%
3 Healthcare 2.39%
4 Financials 1.45%
5 Communication Services 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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239
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