We are live on ! Find out more
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
$296M
AUM Growth
-$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.46M
3
+$1.46M
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$1.43M
5
GLW icon
Corning
GLW
+$1.1M

Top Sells

1
+$13.7M
2
+$8.24M
3
+$8.15M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.03M
5
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$4.63M

Sector Composition

1 Technology 8.29%
2 Consumer Discretionary 7.25%
3 Financials 5.62%
4 Healthcare 5.48%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-12,779
302
– –
-6,578
303
– –
-2,958
304
– –
-9,111
305
– –
-5,106
306
– –
-3,557
307
– –
-17,317
308
– –
-8,855
309
– –
-4,178
310
– –
-7,155
311
– –
-10,781
312
– –
-3,073
313
– –
-13,084
9 10 11 12
13