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JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.68B
1-Year Est. Return 22.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.83%
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
+$4.26M
2
+$3.89M
3
+$3.64M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$2.95M
5
PFLD icon
AAM Low Duration Preferred and Income Securities ETF
PFLD
+$2.08M

Top Sells

1
+$3.38M
2
+$3M
3
+$2.75M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$2.67M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.61M

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
351
$127K 0.01%
16,504
+1,268
352
$122K 0.01%
10,789
-533
353
$119K 0.01%
+10,459
354
$118K 0.01%
2,253
-1,950
355
$84.3K 0.01%
227,949
+27,307
356
$67K 0.01%
11,248
357
$34.3K ﹤0.01%
38,191
+19,748
358
$16.1K ﹤0.01%
931
-3
359
– –
-2,377
360
– –
-8,654
361
– –
-7,808
362
– –
-7,135
363
– –
-7,917
364
– –
-20,166
365
– –
-17,896
366
– –
-10,305
367
– –
-38,598
368
– –
-4,327
369
– –
-3,658
370
– –
-14,795
371
– –
-6,303
372
– –
-10,133
373
– –
-10,812
374
– –
-82,650
375
– –
-22,563
12 13 14
15
16