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
$454M
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$17.7M
3
+$8.76M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$8.53M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$8.23M

Top Sells

1
+$15.8M
2
+$5.41M
3
+$3.47M
4
MBB icon
iShares MBS ETF
MBB
+$2.57M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.65M

Sector Composition

1 Technology 8.93%
2 Healthcare 4.87%
3 Consumer Discretionary 1.94%
4 Communication Services 1.58%
5 Financials 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.98M 0.66%
15,550
+14,193
27
$2.82M 0.62%
85,230
+12,766
28
$2.67M 0.59%
+13,984
29
$2.65M 0.58%
204,805
+188,290
30
$2.54M 0.56%
9,240
-500
31
$2.52M 0.56%
32,133
+23,898
32
$2.35M 0.52%
+47,476
33
$2.3M 0.51%
+24,012
34
$2.29M 0.5%
16,246
+3,705
35
$2.28M 0.5%
43,727
+24,831
36
$2.23M 0.49%
31,262
+18,056
37
$2.16M 0.48%
+38,304
38
$2.15M 0.47%
24,804
+3,916
39
$2.13M 0.47%
17,819
+5,146
40
$2.13M 0.47%
+50,097
41
$2.1M 0.46%
+42,278
42
$2M 0.44%
16,933
-8,745
43
$2M 0.44%
52,698
+40,446
44
$1.81M 0.4%
+98,382
45
$1.78M 0.39%
26,380
46
$1.65M 0.36%
6,565
+2,237
47
$1.63M 0.36%
7,183
+224
48
$1.55M 0.34%
28,476
+8,162
49
$1.48M 0.33%
+73,309
50
$1.48M 0.33%
+87,151
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