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
$844M
AUM Growth
-$5.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$4M
3
+$2.69M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.62M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.51M

Top Sells

1
+$3.49M
2
+$3.43M
3
+$1.37M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.32M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.27M

Sector Composition

1 Technology 10.14%
2 Consumer Discretionary 4.69%
3 Healthcare 4.01%
4 Financials 3.45%
5 Industrials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$239K 0.03%
6,411
+27
277
$236K 0.03%
+5,296
278
$231K 0.03%
1,245
-921
279
$229K 0.03%
2,156
+4
280
$227K 0.03%
+1,996
281
$225K 0.03%
927
-87
282
$224K 0.03%
2,474
+11
283
$224K 0.03%
8,598
-3,914
284
$223K 0.03%
35,440
-10,513
285
$223K 0.03%
2,525
-3,859
286
$222K 0.03%
+1,459
287
$220K 0.03%
1,384
288
$218K 0.03%
4,522
-11,294
289
$217K 0.03%
3,108
290
$217K 0.03%
645
+1
291
$215K 0.03%
+15,485
292
$215K 0.03%
+3,538
293
$215K 0.03%
+3,853
294
$212K 0.03%
2,307
-479
295
$211K 0.02%
5,711
+42
296
$210K 0.02%
1,000
297
$208K 0.02%
6,563
+9
298
$208K 0.02%
+1,015
299
$204K 0.02%
5,326
-301
300
$204K 0.02%
4,362
-4,541
10 11
12
13 14