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
$849M
AUM Growth
-$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$20.3M
3
+$13.7M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$12M

Top Sells

1
+$17.7M
2
+$16.2M
3
+$12.6M
4
FPEI icon
First Trust Institutional Preferred Securities and Income ETF
FPEI
+$11.6M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$10.6M

Sector Composition

1 Technology 10.01%
2 Consumer Discretionary 4.28%
3 Healthcare 3.87%
4 Financials 3.39%
5 Consumer Staples 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$263K 0.03%
2,786
-690
277
$260K 0.03%
+11,720
278
$258K 0.03%
2,845
279
$258K 0.03%
66,870
+11,175
280
$257K 0.03%
5,583
+363
281
$253K 0.03%
1,103
+107
282
$252K 0.03%
4,703
283
$248K 0.03%
828
-73
284
$248K 0.03%
6,384
+201
285
$241K 0.03%
+5,331
286
$240K 0.03%
+532
287
$239K 0.03%
4,475
-470
288
$239K 0.03%
2,463
-85
289
$233K 0.03%
6,554
+554
290
$227K 0.03%
3,108
291
$227K 0.03%
2,152
-876
292
$223K 0.03%
1,161
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293
$221K 0.03%
+4,139
294
$220K 0.03%
5,627
295
$218K 0.03%
1,384
+31
296
$217K 0.03%
+5,669
297
$214K 0.03%
+2,078
298
$212K 0.02%
644
+13
299
$207K 0.02%
1,000
-194
300
$207K 0.02%
9,885
-17,764
10 11
12
13 14