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
$315M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$7.33M
3
+$5.75M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.15M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$1.97M

Top Sells

1
+$22.7M
2
+$14.7M
3
+$6.37M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.39M
5
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$1.89M

Sector Composition

1 Consumer Discretionary 6.24%
2 Technology 5.3%
3 Healthcare 4.55%
4 Industrials 3.11%
5 Communication Services 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.2M 0.7%
79,724
-2,117
27
$2.09M 0.66%
124,175
+55
28
$1.71M 0.54%
13,899
-119,005
29
$1.7M 0.54%
992,240
-85,360
30
$1.68M 0.53%
20,622
+784
31
$1.5M 0.48%
73,720
+1,803
32
$1.33M 0.42%
19,651
+6,176
33
$1.32M 0.42%
17,672
-3,024
34
$1.28M 0.41%
95,862
+27,286
35
$1.28M 0.41%
108,606
+32,153
36
$1.26M 0.4%
35,434
+22,601
37
$1.24M 0.4%
5,711
-1,592
38
$1.19M 0.38%
24,795
-1,730
39
$1.18M 0.37%
4,956
-73
40
$1.15M 0.37%
14,171
+6,799
41
$1.14M 0.36%
23,100
+13,034
42
$1.14M 0.36%
37,597
+17,424
43
$1.05M 0.33%
12,079
-297
44
$1.01M 0.32%
+8,341
45
$986K 0.31%
15,205
+8,517
46
$942K 0.3%
8,038
+1,714
47
$940K 0.3%
28,070
+15,888
48
$935K 0.3%
14,820
+1,478
49
$930K 0.3%
53,880
+5,630
50
$912K 0.29%
29,802
+456
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