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
$778M
AUM Growth
-$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$3M
3
+$2.42M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$2.4M
5
BUFT icon
FT Vest Buffered Allocation Defensive ETF
BUFT
+$1.08M

Top Sells

1
+$9.77M
2
+$9.44M
3
+$4.44M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.7M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.62M

Sector Composition

1 Technology 10.21%
2 Consumer Discretionary 5.57%
3 Healthcare 3.99%
4 Financials 3.36%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$247K 0.03%
4,703
277
$243K 0.03%
2,845
278
$240K 0.03%
15,828
-15,360
279
$237K 0.03%
9,136
+4,563
280
$235K 0.03%
8,000
-1,284
281
$235K 0.03%
+3,772
282
$231K 0.03%
2,767
-1,177
283
$230K 0.03%
853
-74
284
$229K 0.03%
7,786
-356
285
$228K 0.03%
5,687
286
$228K 0.03%
1,538
-2,120
287
$227K 0.03%
1,003
+3
288
$227K 0.03%
5,746
+35
289
$227K 0.03%
1,059
-44
290
$214K 0.03%
1,245
291
$212K 0.03%
4,958
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292
$210K 0.03%
3,108
293
$208K 0.03%
1,459
294
$204K 0.03%
2,487
+13
295
$202K 0.03%
4,110
-365
296
$173K 0.02%
15,457
+1,179
297
$167K 0.02%
22,720
+6,263
298
$157K 0.02%
10,880
+286
299
$156K 0.02%
21,675
-13,765
300
$150K 0.02%
11,107
-5,984
10 11
12
13 14