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
$463M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1.43M
3
+$1.3M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.2M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$1.1M

Top Sells

1
+$1.27M
2
+$558K
3
+$520K
4
TDOC icon
Teladoc Health
TDOC
+$483K
5
NHI icon
National Health Investors
NHI
+$477K

Sector Composition

1 Technology 4.85%
2 Financials 3.12%
3 Healthcare 2.07%
4 Consumer Discretionary 2.02%
5 Communication Services 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.16M 0.68%
11,095
+1
27
$3.1M 0.67%
111,240
-240
28
$3.09M 0.67%
82,237
+669
29
$2.93M 0.63%
26,038
+10,679
30
$2.87M 0.62%
56,902
+7,030
31
$2.82M 0.61%
9,240
+27
32
$2.79M 0.6%
47,936
33
$2.75M 0.59%
25,550
-379
34
$2.74M 0.59%
39,710
+2
35
$2.69M 0.58%
29,100
+740
36
$2.45M 0.53%
51,040
+16,453
37
$2.4M 0.52%
11,715
+908
38
$2.4M 0.52%
17,206
+2,279
39
$2.34M 0.5%
37,121
+3,230
40
$2.27M 0.49%
34,741
-3,405
41
$2.26M 0.49%
20,948
+302
42
$2.21M 0.48%
68,934
43
$2.16M 0.47%
50,049
-1,413
44
$2.13M 0.46%
15,332
+2,024
45
$2.1M 0.45%
18,160
-116
46
$2.1M 0.45%
82,655
+5
47
$2M 0.43%
39,861
48
$1.95M 0.42%
56,222
+542
49
$1.9M 0.41%
13,320
+646
50
$1.77M 0.38%
20,890
+10,406
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