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
$1.06B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.74M
3
+$7.82M
4
JVAL icon
JPMorgan US Value Factor ETF
JVAL
+$6.86M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$5.03M

Top Sells

1
+$9.22M
2
+$1.74M
3
+$1.25M
4
ARKK icon
ARK Innovation ETF
ARKK
+$1.2M
5
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$1.18M

Sector Composition

1 Technology 10.71%
2 Consumer Discretionary 4.74%
3 Financials 3.67%
4 Healthcare 3.56%
5 Communication Services 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.74M 0.92%
+206,859
27
$9.08M 0.86%
87,013
+3,605
28
$9.05M 0.86%
159,775
+12,340
29
$8.37M 0.79%
82,793
30
$8.34M 0.79%
72,825
+3,083
31
$8.02M 0.76%
22,577
+2,877
32
$8.01M 0.76%
16,787
-26
33
$7.82M 0.74%
+123,703
34
$6.99M 0.66%
74,904
+328
35
$6.86M 0.65%
+178,558
36
$6.54M 0.62%
113,011
-159,335
37
$6.25M 0.59%
43,140
+2,300
38
$6.19M 0.58%
119,452
+16,103
39
$6.14M 0.58%
40,214
+711
40
$5.97M 0.56%
99,878
+37,972
41
$5.88M 0.56%
35,933
+825
42
$5.84M 0.55%
287,343
+67,387
43
$5.74M 0.54%
33,532
+1,187
44
$5.73M 0.54%
126,925
+3,033
45
$5.28M 0.5%
118,721
+1,281
46
$4.86M 0.46%
11,698
+280
47
$4.49M 0.42%
36,668
+3,475
48
$4.45M 0.42%
30,720
+4,260
49
$4.31M 0.41%
85,405
+10,056
50
$4.18M 0.4%
8,321
+437
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