JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.71B
1-Year Est. Return 20.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$315M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1 +$13.3M
2 +$7.33M
3 +$5.81M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.15M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$1.97M

Sector Composition

1 Consumer Discretionary 6.24%
2 Technology 5.3%
3 Healthcare 4.55%
4 Industrials 3.11%
5 Communication Services 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-22,967
252
-9,502
253
-16,275
254
-21,818
255
-5,670
256
-2,486
257
-11,070
258
-4,651
259
-8,307
260
-2,112
261
-37,055
262
-8,111
263
-3,059
264
-5,099
265
-9,682
266
-30,402
267
-3,103
268
-4,511
269
-15,863
270
-98,571
271
-38,827