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
$298M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$8.41M
2
+$7.81M
3
+$6.89M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$6.48M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$6.42M

Top Sells

1
+$10.6M
2
+$9.86M
3
+$8.07M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$7.7M
5
SLV icon
iShares Silver Trust
SLV
+$2.33M

Sector Composition

1 Consumer Discretionary 6.38%
2 Technology 4.73%
3 Healthcare 3.86%
4 Financials 3.3%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$992K 0.33%
+11,509
52
$988K 0.33%
49,810
-345
53
$979K 0.33%
17,100
+9,062
54
$949K 0.32%
7,426
+3,834
55
$913K 0.31%
21,797
+3
56
$908K 0.3%
11,914
+7,199
57
$887K 0.3%
8,052
+1,691
58
$885K 0.3%
+4,977
59
$843K 0.28%
+11,038
60
$816K 0.27%
+5,124
61
$805K 0.27%
5,055
+2,443
62
$776K 0.26%
+18,924
63
$749K 0.25%
23,322
+12,866
64
$744K 0.25%
31,841
+15,803
65
$733K 0.25%
10,635
-1,043
66
$733K 0.25%
+18,530
67
$710K 0.24%
4,260
+1,386
68
$689K 0.23%
8,996
+550
69
$673K 0.23%
7,469
+4,454
70
$672K 0.23%
6,398
-3,380
71
$664K 0.22%
11,646
-2,548
72
$639K 0.21%
+11,752
73
$615K 0.21%
+9,271
74
$597K 0.2%
3,949
+1,183
75
$594K 0.2%
+8,491
1 2
3
4 5