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
$315M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$7.33M
3
+$5.75M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.15M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$1.97M

Top Sells

1
+$22.7M
2
+$14.7M
3
+$6.37M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.39M
5
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$1.89M

Sector Composition

1 Consumer Discretionary 6.24%
2 Technology 5.3%
3 Healthcare 4.55%
4 Industrials 3.11%
5 Communication Services 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$899K 0.29%
9,589
+4,751
52
$899K 0.29%
+134,312
53
$898K 0.29%
5,726
+761
54
$851K 0.27%
21,892
+2,274
55
$846K 0.27%
49,543
+21,244
56
$845K 0.27%
46,168
+4,557
57
$813K 0.26%
4,059
+2,132
58
$776K 0.25%
17,718
+102
59
$771K 0.25%
7,487
+1,312
60
$764K 0.24%
10,579
+80
61
$763K 0.24%
20,769
+8,466
62
$761K 0.24%
16,413
+1,309
63
$753K 0.24%
+512
64
$736K 0.23%
7,383
+378
65
$736K 0.23%
4,443
-453
66
$734K 0.23%
23,147
+12,522
67
$734K 0.23%
21,699
+1,850
68
$726K 0.23%
4,362
69
$713K 0.23%
+2,278
70
$698K 0.22%
8,319
+1,416
71
$689K 0.22%
+2,384
72
$661K 0.21%
9,930
-78
73
$648K 0.21%
8,324
+526
74
$643K 0.2%
10,131
+609
75
$641K 0.2%
46,246
+617
1 2
3
4 5