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
$256M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.3M
3
+$9.46M
4
REM icon
iShares Mortgage Real Estate ETF
REM
+$9.02M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$8.47M

Top Sells

1
+$6.35M
2
+$6.17M
3
+$3.65M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.4M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.38M

Sector Composition

1 Consumer Discretionary 5.48%
2 Technology 4.69%
3 Financials 3.75%
4 Industrials 3.36%
5 Healthcare 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$767K 0.3%
+7,874
52
$758K 0.3%
2,477
-299
53
$757K 0.3%
6,576
+2,539
54
$744K 0.29%
+13,752
55
$736K 0.29%
+7,510
56
$720K 0.28%
4,850
+2,418
57
$703K 0.27%
+14,442
58
$702K 0.27%
+10,614
59
$699K 0.27%
6,478
-7,155
60
$687K 0.27%
28,766
-7,386
61
$683K 0.27%
13,492
-19,446
62
$682K 0.27%
5,527
-1,465
63
$670K 0.26%
+9,906
64
$668K 0.26%
+5,653
65
$660K 0.26%
+11,333
66
$658K 0.26%
+6,634
67
$651K 0.25%
+5,415
68
$648K 0.25%
16,280
+41
69
$645K 0.25%
+25,151
70
$642K 0.25%
+5,418
71
$636K 0.25%
11,893
+5,385
72
$619K 0.24%
19,006
+11,521
73
$618K 0.24%
+20,683
74
$600K 0.23%
2,759
+1,676
75
$591K 0.23%
23,626
+10,086
1 2
3
4 5