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
$948M
AUM Growth
+$67.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$3.86M
3
+$3.61M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$2.96M
5
PFLD icon
AAM Low Duration Preferred and Income Securities ETF
PFLD
+$2.1M

Top Sells

1
+$3.36M
2
+$3.01M
3
+$2.82M
4
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$2.7M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.59M

Sector Composition

1 Technology 13.51%
2 Consumer Discretionary 5.83%
3 Healthcare 3.85%
4 Financials 3.52%
5 Industrials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$270K 0.03%
1,575
-250
302
$269K 0.03%
2,823
+23
303
$265K 0.03%
+14,339
304
$261K 0.03%
+1,331
305
$261K 0.03%
3,474
-153
306
$260K 0.03%
7,600
-400
307
$258K 0.03%
644
+9
308
$253K 0.03%
5,889
+48
309
$251K 0.03%
16,359
+160
310
$251K 0.03%
28,754
+6,844
311
$249K 0.03%
14,594
-8,523
312
$247K 0.03%
1,269
-8
313
$247K 0.03%
1,624
+5
314
$245K 0.03%
4,849
-10,746
315
$245K 0.03%
12,510
-8,325
316
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2,386
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317
$242K 0.03%
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318
$240K 0.03%
527
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319
$236K 0.02%
18,621
+1,958
320
$232K 0.02%
+4,139
321
$232K 0.02%
3,108
322
$231K 0.02%
+2,101
323
$229K 0.02%
7,615
-5,300
324
$227K 0.02%
2,420
+9
325
$226K 0.02%
6,711
-420
11 12
13
14 15