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
$446M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$14.9M
3
+$13.6M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$10.4M
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$8.19M

Top Sells

1
+$6.31M
2
+$3.68M
3
+$3.67M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$3.62M
5
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$2.75M

Sector Composition

1 Technology 7.04%
2 Financials 5.78%
3 Consumer Discretionary 4.8%
4 Healthcare 4.08%
5 Industrials 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$241K 0.05%
+7,034
277
$241K 0.05%
+14,448
278
$238K 0.05%
+4,600
279
$236K 0.05%
+3,604
280
$235K 0.05%
+9,589
281
$234K 0.05%
5,293
-2,720
282
$234K 0.05%
1,688
+77
283
$234K 0.05%
+4,050
284
$233K 0.05%
1,435
-317
285
$232K 0.05%
+8,498
286
$232K 0.05%
2,300
-7,869
287
$231K 0.05%
+1,417
288
$230K 0.05%
+3,056
289
$229K 0.05%
+3,231
290
$228K 0.05%
+5,765
291
$228K 0.05%
23,635
-40,795
292
$225K 0.05%
+4,852
293
$224K 0.05%
+2,253
294
$224K 0.05%
2,688
-2,182
295
$223K 0.05%
+3,114
296
$223K 0.05%
1,426
297
$222K 0.05%
+3,090
298
$221K 0.05%
2,888
-440
299
$221K 0.05%
+16,957
300
$221K 0.05%
+3,118
10 11
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