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
326
$226K 0.02%
4,737
-1,075
327
$225K 0.02%
+3,599
328
$222K 0.02%
+2,038
329
$220K 0.02%
1,002
-1
330
$220K 0.02%
+7,480
331
$219K 0.02%
3,651
+6
332
$217K 0.02%
9,701
333
$217K 0.02%
+18,027
334
$214K 0.02%
2,084
-56
335
$212K 0.02%
4,301
+69
336
$211K 0.02%
960
-7
337
$209K 0.02%
+291
338
$209K 0.02%
+3,250
339
$208K 0.02%
1,461
340
$206K 0.02%
2,826
-232
341
$204K 0.02%
+1,241
342
$192K 0.02%
35,837
-25,883
343
$174K 0.02%
11,507
-227
344
$172K 0.02%
+18,570
345
$152K 0.02%
+2,009
346
$149K 0.02%
4,416
-303
347
$149K 0.02%
+14,644
348
$141K 0.01%
36,693
-4,834
349
$128K 0.01%
26,121
350
$127K 0.01%
27,111
-6,783
12 13
14
15 16