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JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.68B
1-Year Est. Return 22.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$450M
AUM Growth
+$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$11.9M
3
+$7.68M
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$6.97M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$4.24M

Top Sells

1
+$17.1M
2
+$13M
3
+$10.7M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$6.44M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.51M

Sector Composition

1 Technology 6.31%
2 Healthcare 2.99%
3 Consumer Discretionary 2.89%
4 Financials 2.71%
5 Communication Services 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$203K 0.05%
2,882
-2,113
277
$202K 0.04%
+2,029
278
$200K 0.04%
+4,299
279
$185K 0.04%
+10,875
280
$160K 0.04%
+28,000
281
$133K 0.03%
189,974
+144,148
282
$112K 0.02%
10,129
-12,822
283
$89K 0.02%
34,025
284
$22K ﹤0.01%
20,436
285
$2K ﹤0.01%
38,354
286
– –
-7,385
287
– –
-4,173
288
– –
-2,265
289
– –
-127,468
290
– –
-5,126
291
– –
-2,592
292
– –
-18,500
293
– –
-2,584
294
– –
-13,785
295
– –
-45,121
296
– –
-164,127
297
– –
-10,978
298
– –
-3,920
299
– –
-1,090
300
– –
-3,552
10 11
12
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