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
$844M
AUM Growth
-$5.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$4M
3
+$2.69M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.62M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.51M

Top Sells

1
+$3.49M
2
+$3.43M
3
+$1.37M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.32M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.27M

Sector Composition

1 Technology 10.14%
2 Consumer Discretionary 4.69%
3 Healthcare 4.01%
4 Financials 3.45%
5 Industrials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$359K 0.04%
2,802
-200
227
$357K 0.04%
12,206
-10,959
228
$355K 0.04%
71,350
-75,162
229
$354K 0.04%
104,555
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230
$352K 0.04%
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231
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232
$348K 0.04%
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233
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234
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235
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236
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237
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3,461
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238
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239
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12,175
240
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241
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242
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243
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244
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245
$317K 0.04%
17,725
246
$309K 0.04%
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247
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6,267
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248
$300K 0.04%
3,514
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249
$299K 0.04%
5,999
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250
$298K 0.04%
3,892
-1,204
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10
11 12