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
$1.06B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.74M
3
+$7.82M
4
JVAL icon
JPMorgan US Value Factor ETF
JVAL
+$6.86M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$5.03M

Top Sells

1
+$9.22M
2
+$1.74M
3
+$1.25M
4
ARKK icon
ARK Innovation ETF
ARKK
+$1.2M
5
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$1.18M

Sector Composition

1 Technology 10.71%
2 Consumer Discretionary 4.74%
3 Financials 3.67%
4 Healthcare 3.56%
5 Communication Services 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$250K 0.02%
981
+2
302
$248K 0.02%
+3,440
303
$245K 0.02%
+39,377
304
$241K 0.02%
55,695
-12,236
305
$240K 0.02%
+2,368
306
$240K 0.02%
1,174
+1
307
$234K 0.02%
+3,770
308
$233K 0.02%
8,483
309
$231K 0.02%
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-373
310
$231K 0.02%
8,506
+9
311
$228K 0.02%
5,627
312
$228K 0.02%
+883
313
$226K 0.02%
+2,325
314
$224K 0.02%
+3,616
315
$223K 0.02%
1,112
+2
316
$222K 0.02%
4,266
+13
317
$221K 0.02%
3,931
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318
$218K 0.02%
956
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319
$218K 0.02%
+559
320
$217K 0.02%
3,887
-515
321
$216K 0.02%
+522
322
$210K 0.02%
+8,325
323
$209K 0.02%
+923
324
$205K 0.02%
+1,874
325
$203K 0.02%
+694
11 12
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