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
$819M
AUM Growth
+$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$14M
3
+$12.4M
4
MBB icon
iShares MBS ETF
MBB
+$12.1M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$11.3M

Top Sells

1
+$15.7M
2
+$14.2M
3
+$12.6M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$11.6M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$9.81M

Sector Composition

1 Technology 9.21%
2 Healthcare 4.1%
3 Consumer Discretionary 3.87%
4 Financials 3.4%
5 Industrials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.52M 0.92%
89,476
-9,103
27
$7.32M 0.89%
274,441
-26,398
28
$6.74M 0.82%
38,140
+1,255
29
$6.5M 0.79%
444,530
-36,990
30
$6.41M 0.78%
165,464
-48,249
31
$6.27M 0.77%
55,032
-38,142
32
$6.26M 0.76%
16,306
+178
33
$6.22M 0.76%
70,487
-5,297
34
$6.14M 0.75%
73,393
+24
35
$6.09M 0.74%
+235,284
36
$5.93M 0.72%
39,096
-1,103
37
$5.67M 0.69%
119,920
-122,171
38
$5.52M 0.67%
180,733
-142,137
39
$5.35M 0.65%
+140,548
40
$4.96M 0.61%
9,350
-103
41
$4.83M 0.59%
13,207
-218
42
$4.66M 0.57%
43,776
-58,998
43
$4.51M 0.55%
+100,197
44
$4.46M 0.54%
33,240
-1,254
45
$4.31M 0.53%
22,638
+285
46
$4.25M 0.52%
+219,613
47
$4.21M 0.51%
15,961
+153
48
$4.16M 0.51%
+64,158
49
$4.13M 0.5%
124,549
-61,920
50
$4.04M 0.49%
13,091
-114
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