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
351
– –
-3,367
352
– –
-16,071
353
– –
-4,983
354
– –
-9,153
355
– –
-1,681
356
– –
-17,643
357
– –
-9,752
358
– –
-48,963
359
– –
-5,120
360
– –
-10,362
361
– –
-41,669
362
– –
-4,104
363
– –
-11,239
364
– –
-22,364
365
– –
-13,078
366
– –
-3,862
367
– –
-10,874
368
– –
-13,756
369
– –
-1,650
370
– –
-587
371
– –
-18,359
372
– –
-5,760
373
– –
-8,598
374
– –
-3,227
375
– –
-458
12 13 14
15
16