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
$331M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$13.6M
3
+$11M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$4.65M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.31M

Top Sells

1
+$11.2M
2
+$10.5M
3
+$8.08M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$7.18M
5
IYF icon
iShares US Financials ETF
IYF
+$5.84M

Sector Composition

1 Consumer Discretionary 7.02%
2 Healthcare 5.4%
3 Technology 5.35%
4 Financials 3.25%
5 Consumer Staples 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$986K 0.3%
42,400
+19,600
52
$969K 0.29%
+15,057
53
$965K 0.29%
+24,222
54
$964K 0.29%
15,455
-4,995
55
$933K 0.28%
71,700
-1,650
56
$930K 0.28%
16,183
+10,262
57
$928K 0.28%
11,164
-750
58
$899K 0.27%
21,877
+80
59
$893K 0.27%
12,937
+6,237
60
$889K 0.27%
5,005
+28
61
$857K 0.26%
3,790
+1,089
62
$856K 0.26%
+5,651
63
$854K 0.26%
7,667
-385
64
$833K 0.25%
+13,091
65
$826K 0.25%
+29,400
66
$821K 0.25%
13,033
-7,235
67
$787K 0.24%
61,960
+7,060
68
$783K 0.24%
5,228
+104
69
$771K 0.23%
11,682
+2,411
70
$770K 0.23%
20,086
-3,236
71
$768K 0.23%
+5,871
72
$762K 0.23%
+12,589
73
$751K 0.23%
8,315
+4,029
74
$746K 0.23%
14,154
+4,950
75
$720K 0.22%
+2,812
1 2
3
4 5