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
$542M
AUM Growth
+$87.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$16.7M
3
+$14.5M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$10.3M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$7.91M

Top Sells

1
+$14.4M
2
+$8.41M
3
+$6.58M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.71M
5
NARI
Inari Medical, Inc. Common Stock
NARI
+$5.42M

Sector Composition

1 Technology 9.26%
2 Healthcare 3.58%
3 Consumer Discretionary 2.91%
4 Communication Services 1.95%
5 Consumer Staples 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.25M 0.78%
52,760
+11,172
27
$3.9M 0.72%
17,783
+3,799
28
$3.61M 0.67%
25,230
+6,240
29
$3.46M 0.64%
99,305
+14,075
30
$3.16M 0.58%
30,430
+6,418
31
$3.05M 0.56%
55,167
+7,691
32
$2.57M 0.48%
32,583
+450
33
$2.52M 0.46%
16,916
+670
34
$2.46M 0.45%
77,451
+31,201
35
$2.45M 0.45%
38,783
+23,627
36
$2.45M 0.45%
9,339
+2,156
37
$2.43M 0.45%
48,762
-1,335
38
$2.42M 0.45%
17,432
-387
39
$2.29M 0.42%
24,918
-6,344
40
$2.28M 0.42%
35,787
-7,940
41
$2.27M 0.42%
38,214
-90
42
$2.25M 0.42%
9,310
+70
43
$2.17M 0.4%
+33,938
44
$2.12M 0.39%
+38,084
45
$2.12M 0.39%
39,432
-2,846
46
$2.1M 0.39%
60,455
+22,396
47
$2.1M 0.39%
+19,879
48
$2.02M 0.37%
34,661
+6,185
49
$1.99M 0.37%
7,156
+591
50
$1.99M 0.37%
26,380
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