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
$778M
AUM Growth
-$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$3M
3
+$2.42M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$2.4M
5
BUFT icon
FT Vest Buffered Allocation Defensive ETF
BUFT
+$1.08M

Top Sells

1
+$9.77M
2
+$9.44M
3
+$4.44M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.7M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.62M

Sector Composition

1 Technology 10.21%
2 Consumer Discretionary 5.57%
3 Healthcare 3.99%
4 Financials 3.36%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.25M 0.93%
75,784
+3,524
27
$6.84M 0.88%
83,761
+573
28
$6.03M 0.77%
36,885
+1,437
29
$5.84M 0.75%
481,520
+4,150
30
$5.78M 0.74%
16,128
-31
31
$5.75M 0.74%
73,369
-1,735
32
$5.55M 0.71%
186,469
-316,977
33
$5.44M 0.7%
42,720
+2,693
34
$5.08M 0.65%
40,199
+2,523
35
$4.77M 0.61%
9,453
+489
36
$4.34M 0.56%
13,425
+498
37
$4.22M 0.54%
31,080
-270
38
$3.79M 0.49%
74,403
+4,998
39
$3.78M 0.49%
18,258
+3,155
40
$3.65M 0.47%
15,808
-182
41
$3.64M 0.47%
37,840
+520
42
$3.6M 0.46%
34,494
+1,872
43
$3.53M 0.45%
13,205
+631
44
$3.45M 0.44%
12,494
-96
45
$3.02M 0.39%
100,073
+14,746
46
$2.75M 0.35%
15,464
+240
47
$2.71M 0.35%
57,549
+14
48
$2.71M 0.35%
22,353
-2,028
49
$2.69M 0.35%
61,305
-805
50
$2.55M 0.33%
7,147
-2,575
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