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
$331M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$13.6M
3
+$11M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$4.65M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.31M

Top Sells

1
+$11.2M
2
+$10.5M
3
+$8.08M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$7.18M
5
IYF icon
iShares US Financials ETF
IYF
+$5.84M

Sector Composition

1 Consumer Discretionary 7.02%
2 Healthcare 5.4%
3 Technology 5.35%
4 Financials 3.25%
5 Consumer Staples 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.37M 0.72%
11,404
-126
27
$2.13M 0.65%
128,400
-633,750
28
$2.08M 0.63%
81,558
+595
29
$1.88M 0.57%
66,499
+261
30
$1.65M 0.5%
69,312
+54,744
31
$1.48M 0.45%
98,650
+5,238
32
$1.43M 0.43%
23,984
-2,000
33
$1.43M 0.43%
13,163
+4,511
34
$1.39M 0.42%
46,679
-696
35
$1.38M 0.42%
18,348
+252
36
$1.36M 0.41%
13,589
+2,551
37
$1.31M 0.4%
27,762
+8,838
38
$1.31M 0.4%
8,664
+1,238
39
$1.24M 0.37%
52,670
+33,925
40
$1.2M 0.36%
43,399
+20
41
$1.14M 0.34%
74,071
+235
42
$1.13M 0.34%
29,828
-2,494
43
$1.12M 0.34%
30,335
-910
44
$1.12M 0.34%
2,643
+1,326
45
$1.1M 0.33%
76,590
-13,395
46
$1.1M 0.33%
13,553
-692
47
$1.09M 0.33%
9,565
+2,096
48
$1.08M 0.33%
86,939
+3,000
49
$1.05M 0.32%
35,616
+12,876
50
$1.04M 0.32%
49,374
+401
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2
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