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
$819M
AUM Growth
+$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$14M
3
+$12.4M
4
MBB icon
iShares MBS ETF
MBB
+$12.1M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$11.3M

Top Sells

1
+$15.7M
2
+$14.2M
3
+$12.6M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$11.6M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$9.81M

Sector Composition

1 Technology 9.21%
2 Healthcare 4.1%
3 Consumer Discretionary 3.87%
4 Financials 3.4%
5 Industrials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$411K 0.05%
3,734
-30
227
$405K 0.05%
8,161
+548
228
$404K 0.05%
10,565
229
$400K 0.05%
29,210
+3,064
230
$399K 0.05%
+19,086
231
$389K 0.05%
23,577
232
$383K 0.05%
20,778
-126
233
$379K 0.05%
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234
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235
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3,691
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236
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238
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239
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240
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241
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243
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17,696
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245
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14,591
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246
$346K 0.04%
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247
$346K 0.04%
6,536
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248
$345K 0.04%
632
249
$344K 0.04%
3,588
-1,123
250
$341K 0.04%
6,840
+27
8 9
10
11 12