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
$542M
AUM Growth
+$87.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$16.8M
3
+$14.5M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$10.3M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$7.88M

Top Sells

1
+$14.7M
2
+$8.41M
3
+$6.65M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.63M
5
NARI
Inari Medical, Inc. Common Stock
NARI
+$5.42M

Sector Composition

1 Technology 9.26%
2 Healthcare 3.58%
3 Consumer Discretionary 2.91%
4 Communication Services 1.95%
5 Consumer Staples 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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252
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254
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255
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-1,031
256
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-16,908
257
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-1,329
258
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-7,558
259
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-6,341
260
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-204,805
7 8 9 10
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