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
$256M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.3M
3
+$9.46M
4
REM icon
iShares Mortgage Real Estate ETF
REM
+$9.02M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$8.47M

Top Sells

1
+$6.35M
2
+$6.17M
3
+$3.65M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.4M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.38M

Sector Composition

1 Consumer Discretionary 5.48%
2 Technology 4.69%
3 Financials 3.75%
4 Industrials 3.36%
5 Healthcare 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 0.75%
10,142
-1,975
27
$1.67M 0.65%
21,209
+13,656
28
$1.59M 0.62%
43,820
+12,250
29
$1.54M 0.6%
63,656
+373
30
$1.53M 0.6%
+12,150
31
$1.5M 0.58%
160,500
+71,000
32
$1.25M 0.49%
+26,417
33
$1.24M 0.48%
28,184
+7,257
34
$1.24M 0.48%
35,740
+27,099
35
$1.23M 0.48%
71,439
+72
36
$1.14M 0.44%
20,614
-61,836
37
$1.09M 0.43%
96,350
+34,850
38
$1.09M 0.42%
+12,792
39
$1.07M 0.42%
15,996
-94,560
40
$1.07M 0.42%
27,655
-2,471
41
$1.07M 0.42%
896
-35
42
$1.06M 0.42%
10,056
+5,734
43
$1.06M 0.41%
+39,949
44
$1.03M 0.4%
9,616
+2,509
45
$1.03M 0.4%
17,945
+8,494
46
$1.01M 0.4%
+102,615
47
$970K 0.38%
+34,930
48
$898K 0.35%
9,572
+4,146
49
$780K 0.3%
5,125
-4,225
50
$771K 0.3%
+10,956
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