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
$778M
AUM Growth
-$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$3M
3
+$2.42M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$2.4M
5
BUFT icon
FT Vest Buffered Allocation Defensive ETF
BUFT
+$1.08M

Top Sells

1
+$9.77M
2
+$9.44M
3
+$4.44M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.7M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.62M

Sector Composition

1 Technology 10.21%
2 Consumer Discretionary 5.57%
3 Healthcare 3.99%
4 Financials 3.36%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$292K 0.04%
17,725
252
$292K 0.04%
10,290
-3,047
253
$292K 0.04%
60,277
-11,073
254
$291K 0.04%
17,844
-7,563
255
$287K 0.04%
4,623
-474
256
$286K 0.04%
6,813
+1,517
257
$284K 0.04%
+3,519
258
$283K 0.04%
11,903
+169
259
$282K 0.04%
+16,053
260
$281K 0.04%
+8,676
261
$281K 0.04%
7,613
+777
262
$279K 0.04%
+11,559
263
$274K 0.04%
9,341
-968
264
$274K 0.04%
1,769
-76
265
$274K 0.04%
5,694
-305
266
$273K 0.04%
2,770
+14
267
$270K 0.03%
1,986
+12
268
$270K 0.03%
+2,689
269
$266K 0.03%
2,497
+1
270
$263K 0.03%
+5,991
271
$259K 0.03%
3,268
-246
272
$255K 0.03%
6,023
-244
273
$251K 0.03%
6,441
+30
274
$250K 0.03%
1,121
-7
275
$248K 0.03%
1,602
9 10
11
12 13