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
$819M
AUM Growth
+$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$14M
3
+$12.4M
4
MBB icon
iShares MBS ETF
MBB
+$12.1M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$11.3M

Top Sells

1
+$15.7M
2
+$14.2M
3
+$12.6M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$11.6M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$9.81M

Sector Composition

1 Technology 9.21%
2 Healthcare 4.1%
3 Consumer Discretionary 3.87%
4 Financials 3.4%
5 Industrials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$300K 0.04%
843
-10
277
$299K 0.04%
3,001
+17
278
$298K 0.04%
+64,116
279
$293K 0.04%
1,773
+4
280
$292K 0.04%
10,918
-641
281
$290K 0.04%
+10,045
282
$287K 0.04%
+3,697
283
$286K 0.03%
1,125
+4
284
$285K 0.03%
2,613
-1,360
285
$281K 0.03%
+8,983
286
$281K 0.03%
+15,048
287
$279K 0.03%
6,475
+34
288
$279K 0.03%
2,151
-550
289
$276K 0.03%
+11,707
290
$275K 0.03%
5,829
-194
291
$275K 0.03%
8,015
-661
292
$273K 0.03%
5,764
-3,063
293
$272K 0.03%
16,869
+5,762
294
$270K 0.03%
2,696
+7
295
$267K 0.03%
+9,223
296
$267K 0.03%
+13,847
297
$265K 0.03%
16,304
-1,540
298
$264K 0.03%
5,846
-3,318
299
$264K 0.03%
73,812
+31,448
300
$260K 0.03%
2,845
10 11
12
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