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
$819M
AUM Growth
+$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$14M
3
+$12.4M
4
MBB icon
iShares MBS ETF
MBB
+$12.1M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$11.3M

Top Sells

1
+$15.7M
2
+$14.2M
3
+$12.6M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$11.6M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$9.81M

Sector Composition

1 Technology 9.21%
2 Healthcare 4.1%
3 Consumer Discretionary 3.87%
4 Financials 3.4%
5 Industrials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$341K 0.04%
19,977
-5,803
252
$340K 0.04%
1,011
-321
253
$334K 0.04%
4,251
+13
254
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+6,392
255
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256
$329K 0.04%
3,123
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257
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258
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4,249
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259
$324K 0.04%
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261
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262
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263
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264
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265
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267
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270
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271
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3,633
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272
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1,991
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273
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274
$301K 0.04%
2,267
-357
275
$300K 0.04%
2,789
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