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
$298M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Sells

1 +$10.6M
2 +$9.86M
3 +$8.07M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$7.7M
5
SLV icon
iShares Silver Trust
SLV
+$2.33M

Sector Composition

1 Consumer Discretionary 6.38%
2 Technology 4.73%
3 Healthcare 3.86%
4 Financials 3.3%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-10,741
277
-5,519
278
-21,537