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
$446M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$14.9M
3
+$13.6M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$10.4M
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$8.19M

Top Sells

1
+$6.31M
2
+$3.68M
3
+$3.67M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$3.62M
5
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$2.75M

Sector Composition

1 Technology 7.04%
2 Financials 5.78%
3 Consumer Discretionary 4.8%
4 Healthcare 4.08%
5 Industrials 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$316K 0.07%
+5,694
252
$314K 0.07%
+1,580
253
$313K 0.07%
+2,036
254
$312K 0.07%
5,995
-2,251
255
$308K 0.07%
3,242
+43
256
$307K 0.07%
+2,820
257
$301K 0.07%
10,356
+2,740
258
$289K 0.06%
1,368
259
$289K 0.06%
2,873
-2,271
260
$279K 0.06%
+63,429
261
$274K 0.06%
4,296
-15
262
$274K 0.06%
+1,755
263
$274K 0.06%
+5,478
264
$271K 0.06%
3,588
+121
265
$269K 0.06%
6,398
-8,766
266
$266K 0.06%
1,733
-2,581
267
$264K 0.06%
4,884
-13,440
268
$263K 0.06%
+1,474
269
$262K 0.06%
2,871
-2,224
270
$262K 0.06%
+4,217
271
$261K 0.06%
+2,376
272
$259K 0.06%
3,269
+446
273
$257K 0.06%
+1,746
274
$244K 0.05%
+1,123
275
$242K 0.05%
9,488
+1,903
9 10
11
12 13