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
$778M
AUM Growth
-$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$3M
3
+$2.42M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$2.4M
5
BUFT icon
FT Vest Buffered Allocation Defensive ETF
BUFT
+$1.08M

Top Sells

1
+$9.77M
2
+$9.44M
3
+$4.44M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.7M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.62M

Sector Composition

1 Technology 10.21%
2 Consumer Discretionary 5.57%
3 Healthcare 3.99%
4 Financials 3.36%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$360K 0.05%
+4,318
227
$345K 0.04%
3,764
+1
228
$343K 0.04%
4,238
-3
229
$340K 0.04%
9,505
-300
230
$335K 0.04%
4,565
-46,978
231
$335K 0.04%
24,153
-1,982
232
$331K 0.04%
11,064
-684
233
$331K 0.04%
9,077
-196
234
$323K 0.04%
3,052
-1,230
235
$323K 0.04%
5,195
+1,342
236
$322K 0.04%
+7,703
237
$321K 0.04%
20,904
-25,026
238
$319K 0.04%
26,146
-28,044
239
$313K 0.04%
9,593
+165
240
$310K 0.04%
4,278
-26
241
$309K 0.04%
3,804
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242
$307K 0.04%
+8,710
243
$306K 0.04%
2,984
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244
$303K 0.04%
12,212
+37
245
$300K 0.04%
7,873
+282
246
$299K 0.04%
8,533
-20,950
247
$298K 0.04%
14,679
+280
248
$297K 0.04%
632
+100
249
$294K 0.04%
+18,946
250
$293K 0.04%
3,893
+1,368
8 9
10
11 12