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
$393M
AUM Growth
+$57.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$14.2M
3
+$8.42M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$7.45M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.21M

Top Sells

1
+$19.5M
2
+$5.75M
3
+$4.89M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$3.92M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.92M

Sector Composition

1 Financials 6.8%
2 Technology 5.51%
3 Consumer Discretionary 4.48%
4 Healthcare 3.46%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.68M 0.94%
+32,360
27
$3.64M 0.92%
+76,090
28
$3.55M 0.9%
204,370
+4,370
29
$3.32M 0.84%
14,007
+7,104
30
$3.29M 0.84%
76,518
-5,082
31
$3.26M 0.83%
+28,328
32
$3.18M 0.81%
37,934
+11,587
33
$2.61M 0.66%
+42,640
34
$2.5M 0.63%
78,103
-1,204
35
$2.38M 0.6%
179,175
-33,720
36
$2.23M 0.57%
124,605
+240
37
$1.95M 0.5%
34,360
-805
38
$1.85M 0.47%
35,126
-109,308
39
$1.75M 0.45%
212,128
-19,568
40
$1.71M 0.43%
79,721
+1,842
41
$1.62M 0.41%
13,753
-3,478
42
$1.6M 0.41%
11,295
+2
43
$1.59M 0.4%
+25,468
44
$1.56M 0.4%
17,385
+12,507
45
$1.38M 0.35%
+13,084
46
$1.36M 0.35%
111,574
+1,895
47
$1.33M 0.34%
14,540
+923
48
$1.31M 0.33%
80,693
+1,694
49
$1.3M 0.33%
99,064
+1,582
50
$1.25M 0.32%
+38,172
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