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
301
$258K 0.03%
+7,546
302
$254K 0.03%
10,290
303
$253K 0.03%
1,610
+8
304
$251K 0.03%
+2,609
305
$248K 0.03%
2,886
-1,007
306
$248K 0.03%
+11,262
307
$247K 0.03%
50,105
-10,172
308
$245K 0.03%
8,000
309
$244K 0.03%
+2,140
310
$242K 0.03%
1,261
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311
$241K 0.03%
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-67
312
$240K 0.03%
1,004
+1
313
$239K 0.03%
5,791
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314
$237K 0.03%
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315
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3,108
316
$235K 0.03%
2,800
-1,478
317
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318
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319
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+7,670
320
$226K 0.03%
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321
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1,060
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322
$224K 0.03%
1,460
+1
323
$220K 0.03%
+6,425
324
$217K 0.03%
2,787
-732
325
$216K 0.03%
+4,951
11 12
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