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JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.68B
1-Year Est. Return 22.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$393M
AUM Growth
+$57.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$14M
3
+$8.41M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$7.25M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.18M

Top Sells

1
+$19.1M
2
+$5.74M
3
+$4.83M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$3.92M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.92M

Sector Composition

1 Financials 6.8%
2 Technology 5.51%
3 Consumer Discretionary 4.48%
4 Healthcare 3.46%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$162K 0.04%
24,707
+279
252
$138K 0.04%
12,779
-11,183
253
$26K 0.01%
20,261
254
$16K ﹤0.01%
28,754
255
– –
-5,583
256
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-8,525
257
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-3,826
258
– –
-4,060
259
– –
-7,894
260
– –
-10,119
261
– –
-10,772
262
– –
-96,503
263
– –
-6,403
264
– –
-4,165
265
– –
-23,979
266
– –
-23,409
267
– –
-8,851
268
– –
-2,320
269
– –
-79,194
270
– –
-7,902
271
– –
-12,004
272
– –
-17,438
273
– –
-7,029
274
– –
-4,339
275
– –
-13,671
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