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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
$940M
AUM Growth
-$508M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$9.5M
2
+$3.82M
3
+$3.2M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$1.69M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.59M

Top Sells

1
+$66M
2
+$47.8M
3
+$40.4M
4
VV icon
Vanguard Large-Cap ETF
VV
+$38.9M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$36.5M

Sector Composition

1 Technology 10.55%
2 Consumer Discretionary 4.55%
3 Financials 4.23%
4 Healthcare 4.01%
5 Communication Services 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-4,538
402
– –
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403
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-26,493
404
– –
-15,470
405
– –
-55,648
406
– –
-515
407
– –
-11,290
408
– –
-11
409
– –
-35,428
410
– –
-3,541
411
– –
-38,157
412
– –
-26,772
413
– –
-21,365
414
– –
-22,775
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