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
$296M
AUM Growth
-$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.49M
3
+$1.47M
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$1.46M
5
GLW icon
Corning
GLW
+$1.15M

Top Sells

1
+$13.7M
2
+$8.32M
3
+$8.23M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.06M
5
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$4.56M

Sector Composition

1 Technology 8.29%
2 Consumer Discretionary 7.25%
3 Financials 5.62%
4 Healthcare 5.48%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.49M 0.84%
73,386
-4,717
27
$1.95M 0.66%
103,350
-21,255
28
$1.84M 0.62%
12,925
+1,630
29
$1.82M 0.62%
81,517
+1,796
30
$1.78M 0.6%
86,021
-151,620
31
$1.57M 0.53%
167,840
-44,288
32
$1.49M 0.5%
+9,559
33
$1.47M 0.5%
+28,116
34
$1.46M 0.5%
+26,052
35
$1.37M 0.46%
82,368
+1,675
36
$1.36M 0.46%
113,534
+1,960
37
$1.35M 0.46%
100,635
+1,571
38
$1.34M 0.45%
5,520
-8,487
39
$1.3M 0.44%
97,130
-82,045
40
$1.29M 0.44%
11,621
-2,919
41
$1.25M 0.42%
20,634
+13,371
42
$1.19M 0.4%
19,750
-14,610
43
$1.17M 0.4%
9,813
-22,547
44
$1.16M 0.39%
82,320
+49,060
45
$1.16M 0.39%
7,746
+4,113
46
$1.15M 0.39%
+38,381
47
$1.15M 0.39%
17,589
-7,879
48
$1.11M 0.38%
9,560
-18,768
49
$1.09M 0.37%
26,297
+8,409
50
$1.05M 0.36%
12,695
-25,239
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