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
$400M
AUM Growth
-$73.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$46.9M
2
+$9.61M
3
+$4.49M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$3.82M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.6M

Top Sells

1
+$8.52M
2
+$6.19M
3
+$6.02M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.53M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$4.99M

Sector Composition

1 Technology 5.51%
2 Healthcare 3.55%
3 Consumer Discretionary 2.95%
4 Utilities 1.96%
5 Communication Services 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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390
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