JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.71B
1-Year Est. Return 20.28%
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
+$8.92M
2
+$3M
3
+$2.42M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$2.4M
5
BUFT icon
FT Vest Buffered Allocation Defensive ETF
BUFT
+$1.08M

Top Sells

1
+$9.77M
2
+$9.44M
3
+$4.44M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.7M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.62M

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
326
– –
-1,996
327
– –
-6,563
328
– –
-12,066
329
– –
-3,322
330
– –
-34,182
331
– –
-4,750
332
– –
-10,133
333
– –
-9,642
334
– –
-4,362
335
– –
-2,156
336
– –
-9,894
337
– –
-15,561
338
– –
-36,722
339
– –
-7,816
340
– –
-17,000
341
– –
-8,104
342
– –
-4,852
343
– –
-8,598
10 11 12 13
14