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
$446M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$14.9M
3
+$13.6M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$10.4M
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$8.19M

Top Sells

1
+$6.31M
2
+$3.68M
3
+$3.67M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$3.62M
5
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$2.75M

Sector Composition

1 Technology 7.04%
2 Financials 5.78%
3 Consumer Discretionary 4.8%
4 Healthcare 4.08%
5 Industrials 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.5M 0.78%
88,671
+19,854
27
$3.33M 0.75%
12,547
+7,582
28
$2.82M 0.63%
45,530
+38,002
29
$2.6M 0.58%
30,738
+18,406
30
$2.42M 0.54%
64,530
-168,053
31
$2.03M 0.46%
88,837
+3,728
32
$2.02M 0.45%
8,053
+2,605
33
$2M 0.45%
90,985
+170
34
$1.99M 0.45%
+36,413
35
$1.93M 0.43%
14,890
+65
36
$1.78M 0.4%
+15,742
37
$1.74M 0.39%
72,453
+48,238
38
$1.72M 0.39%
30,977
+11,276
39
$1.72M 0.39%
42,646
+17,963
40
$1.68M 0.38%
+16,020
41
$1.63M 0.37%
+116,828
42
$1.61M 0.36%
4,745
-635
43
$1.57M 0.35%
45,876
+20,126
44
$1.55M 0.35%
14,077
+9,928
45
$1.52M 0.34%
+31,000
46
$1.49M 0.33%
+102,219
47
$1.48M 0.33%
16,976
+6,517
48
$1.45M 0.32%
27,268
+16,159
49
$1.42M 0.32%
26,528
-1,828
50
$1.41M 0.32%
20,244
+15,519
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