JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.71B
1-Year Est. Return 20.28%
This Quarter Est. Return
1 Year Est. Return
+20.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$542M
AUM Growth
+$87.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$16.7M
3
+$14.5M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$10.3M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$7.91M

Top Sells

1
+$14.4M
2
+$8.41M
3
+$6.58M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.71M
5
NARI
Inari Medical, Inc. Common Stock
NARI
+$5.42M

Sector Composition

1 Technology 9.26%
2 Healthcare 3.58%
3 Consumer Discretionary 2.91%
4 Communication Services 1.95%
5 Consumer Staples 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
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