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

Top Buys

1
+$11.4M
2
+$10.2M
3
+$7.62M
4
JVAL icon
JPMorgan US Value Factor ETF
JVAL
+$6.68M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$5.02M

Top Sells

1
+$10.1M
2
+$1.74M
3
+$1.58M
4
ARKK icon
ARK Innovation ETF
ARKK
+$1.38M
5
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$1.33M

Sector Composition

1 Technology 10.64%
2 Consumer Discretionary 4.74%
3 Financials 3.74%
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
254
$363K 0.03%
+3,275
255
$355K 0.03%
4,945
+1,340
256
$354K 0.03%
2,386
+4
257
$352K 0.03%
3,028
+418
258
$345K 0.03%
901
+82
259
$343K 0.03%
19,400
260
$342K 0.03%
2,845
261
$342K 0.03%
6,236
+29
262
$340K 0.03%
3,842
263
$332K 0.03%
9,300
+473
264
$329K 0.03%
6,000
+938
265
$328K 0.03%
1,951
+61
266
$327K 0.03%
9,136
-5,999
267
$326K 0.03%
2,731
+16
268
$324K 0.03%
5,601
-1,111
269
$322K 0.03%
17,725
270
$320K 0.03%
996
+36
271
$319K 0.03%
+3,078
272
$319K 0.03%
21,522
+4,684
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