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
$331M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$13.6M
3
+$11M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$4.65M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.31M

Top Sells

1
+$11.2M
2
+$10.5M
3
+$8.08M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$7.18M
5
IYF icon
iShares US Financials ETF
IYF
+$5.84M

Sector Composition

1 Consumer Discretionary 7.02%
2 Healthcare 5.4%
3 Technology 5.35%
4 Financials 3.25%
5 Consumer Staples 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-850
252
– –
-11,104
253
– –
-8,570
254
– –
-15,645
255
– –
-6,310
256
– –
-7,168
257
– –
-8,918
258
– –
-12,962
259
– –
-5,288
260
– –
-8,403
261
– –
-9,552
7 8 9 10
11