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
$849M
AUM Growth
-$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$20.3M
3
+$13.7M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$12M

Top Sells

1
+$17.7M
2
+$16.2M
3
+$12.6M
4
FPEI icon
First Trust Institutional Preferred Securities and Income ETF
FPEI
+$11.6M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$10.6M

Sector Composition

1 Technology 10.01%
2 Consumer Discretionary 4.28%
3 Healthcare 3.87%
4 Financials 3.39%
5 Consumer Staples 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$340K 0.04%
+6,517
252
$340K 0.04%
12,175
-75
253
$334K 0.04%
6,707
+139
254
$329K 0.04%
3,819
-23
255
$325K 0.04%
+16,103
256
$325K 0.04%
+9,379
257
$322K 0.04%
1,943
+12
258
$320K 0.04%
17,725
259
$316K 0.04%
3,527
-140,347
260
$309K 0.04%
4,156
-1,309
261
$303K 0.04%
+3,314
262
$301K 0.04%
+11,681
263
$301K 0.04%
4,445
+1,014
264
$299K 0.04%
1,965
+14
265
$296K 0.03%
5,992
-244
266
$291K 0.03%
+6,752
267
$289K 0.03%
1,387
+266
268
$287K 0.03%
2,741
+10
269
$287K 0.03%
1,014
+231
270
$284K 0.03%
+8,236
271
$284K 0.03%
1,602
272
$277K 0.03%
3,322
+47
273
$269K 0.03%
2,436
-218
274
$267K 0.03%
+8,074
275
$266K 0.03%
2,495
-47
9 10
11
12 13