We are live on ! Find out more
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
$907M
AUM Growth
-$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$888K
2
+$864K
3
+$800K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$786K
5
IRM icon
Iron Mountain
IRM
+$746K

Top Sells

1
+$1.26M
2
+$777K
3
+$694K
4
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$693K
5
PNW icon
Pinnacle West Capital
PNW
+$691K

Sector Composition

1 Technology 12.95%
2 Consumer Discretionary 5.91%
3 Healthcare 3.8%
4 Financials 3.74%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-7,615
352
– –
-4,917
353
– –
-13,888
354
– –
-11,179
355
– –
-9,358
356
– –
-9,332
357
– –
-636
358
– –
-38,245
359
– –
-3,250
360
– –
-1,624
361
– –
-6,655
362
– –
-1,575
363
– –
-9,408
364
– –
-527
365
– –
-1,241
366
– –
-3,599
367
– –
-7,480
368
– –
-17,756
369
– –
-6,118
370
– –
-13,697
371
– –
-11,248
372
– –
-11,467
373
– –
-2,671
374
– –
-1,461
375
– –
-37,470
12 13 14
15
16