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
$844M
AUM Growth
-$5.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$4M
3
+$2.69M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.62M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.51M

Top Sells

1
+$3.49M
2
+$3.43M
3
+$1.37M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.32M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.27M

Sector Composition

1 Technology 10.14%
2 Consumer Discretionary 4.69%
3 Healthcare 4.01%
4 Financials 3.45%
5 Industrials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.87M 0.93%
72,260
+16,320
27
$7.63M 0.9%
296,486
+4,705
28
$7.38M 0.87%
83,188
+395
29
$7.24M 0.86%
477,370
+98,870
30
$6.29M 0.74%
35,448
+882
31
$6.13M 0.72%
16,159
+103
32
$5.82M 0.69%
75,104
-136
33
$5.42M 0.64%
37,676
-311
34
$5.37M 0.63%
40,027
-1,401
35
$5.23M 0.62%
112,695
-10,585
36
$5.05M 0.6%
31,350
-3,653
37
$4.93M 0.58%
83,067
+45,365
38
$4.6M 0.54%
8,964
+375
39
$4.44M 0.52%
14,417
+324
40
$4.34M 0.51%
42,404
+40,326
41
$4.19M 0.5%
12,927
+540
42
$4.08M 0.48%
37,320
+5,100
43
$4M 0.47%
+51,543
44
$3.96M 0.47%
69,405
-832
45
$3.95M 0.47%
15,990
+1,387
46
$3.67M 0.43%
32,622
+4,892
47
$3.67M 0.43%
9,722
+6,626
48
$3.65M 0.43%
10,516
+7,565
49
$3.45M 0.41%
12,590
+409
50
$3.43M 0.41%
128,314
+692
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