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
$1.06B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.74M
3
+$7.82M
4
JVAL icon
JPMorgan US Value Factor ETF
JVAL
+$6.86M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$5.03M

Top Sells

1
+$9.22M
2
+$1.74M
3
+$1.25M
4
ARKK icon
ARK Innovation ETF
ARKK
+$1.2M
5
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$1.18M

Sector Composition

1 Technology 10.71%
2 Consumer Discretionary 4.74%
3 Financials 3.67%
4 Healthcare 3.56%
5 Communication Services 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$367K 0.03%
6,006
-972
252
$366K 0.03%
17,876
+370
253
$364K 0.03%
1,931
+2
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255
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256
$354K 0.03%
2,386
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257
$352K 0.03%
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258
$345K 0.03%
901
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259
$343K 0.03%
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260
$342K 0.03%
2,845
261
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6,236
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262
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263
$332K 0.03%
9,300
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264
$329K 0.03%
6,000
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265
$328K 0.03%
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266
$327K 0.03%
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267
$326K 0.03%
2,731
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268
$324K 0.03%
5,507
-1,092
269
$322K 0.03%
17,725
270
$320K 0.03%
996
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271
$319K 0.03%
21,522
+4,684
272
$319K 0.03%
+3,078
273
$319K 0.03%
+10,792
274
$318K 0.03%
14,780
-10,550
275
$315K 0.03%
5,042
-2,009
9 10
11
12 13