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
$844M
AUM Growth
-$5.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$4M
3
+$2.69M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.62M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.51M

Top Sells

1
+$3.49M
2
+$3.43M
3
+$1.37M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.32M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.27M

Sector Composition

1 Technology 10.14%
2 Consumer Discretionary 4.69%
3 Healthcare 4.01%
4 Financials 3.45%
5 Industrials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$298K 0.04%
4,852
-1,269
252
$294K 0.03%
6,836
-2,646
253
$292K 0.03%
7,351
-198
254
$287K 0.03%
2,756
+15
255
$286K 0.03%
11,734
+53
256
$286K 0.03%
1,974
+9
257
$283K 0.03%
1,845
-98
258
$283K 0.03%
2,496
+60
259
$281K 0.03%
+9,284
260
$280K 0.03%
1,602
261
$278K 0.03%
1,128
-459
262
$271K 0.03%
3,322
263
$265K 0.03%
8,142
-94
264
$264K 0.03%
5,558
-1,290
265
$263K 0.03%
17,091
-8,060
266
$263K 0.03%
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267
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5,687
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268
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11,922
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269
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532
270
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8,104
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271
$253K 0.03%
4,475
272
$251K 0.03%
2,845
273
$247K 0.03%
4,703
274
$246K 0.03%
1,103
275
$240K 0.03%
12,066
-4,037
9 10
11
12 13