JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.71B
1-Year Est. Return 20.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$778M
AUM Growth
-$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$8.94M
2
+$3.04M
3
+$2.63M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$2.46M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.19M

Top Sells

1
+$11.2M
2
+$10.6M
3
+$4.71M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.82M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.7M

Sector Composition

1 Technology 10.21%
2 Consumer Discretionary 5.57%
3 Healthcare 3.99%
4 Financials 3.36%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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