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
326
$203K 0.02%
8,081
+2
327
$203K 0.02%
+3,449
328
$202K 0.02%
5,787
-4,005
329
$200K 0.02%
781
-42
330
$199K 0.02%
+10,000
331
$194K 0.02%
+10,118
332
$190K 0.02%
6,981
333
$178K 0.02%
11,016
-4,084
334
$157K 0.01%
15,494
+350
335
$151K 0.01%
27,700
+9,700
336
$136K 0.01%
15,615
+333
337
$135K 0.01%
527
+4
338
$129K 0.01%
11,900
339
$108K 0.01%
10,602
+239
340
$70K 0.01%
3,325
341
$53K 0.01%
13,498
-53,171
342
$51K ﹤0.01%
2,457
343
$42K ﹤0.01%
10,794
-814
344
$16K ﹤0.01%
22,000
+7,000
345
$6K ﹤0.01%
20,500
346
– –
-14,250
347
– –
-8,670
348
– –
-1,393
349
– –
-3,717
350
– –
-16,951
12 13
14
15 16