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
$393M
AUM Growth
+$57.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$14.2M
3
+$8.42M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$7.45M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.21M

Top Sells

1
+$19.5M
2
+$5.75M
3
+$4.89M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$3.92M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.92M

Sector Composition

1 Financials 6.8%
2 Technology 5.51%
3 Consumer Discretionary 4.48%
4 Healthcare 3.46%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.32%
27,948
-419
52
$1.23M 0.31%
16,637
+2,319
53
$1.21M 0.31%
10,719
-249
54
$1.2M 0.31%
12,273
-14
55
$1.17M 0.3%
13,275
+758
56
$1.15M 0.29%
12,000
-324
57
$1.13M 0.29%
45,225
+814
58
$1.13M 0.29%
22,954
-701
59
$1.12M 0.28%
3,916
-109
60
$1.08M 0.27%
19,491
-484
61
$1.07M 0.27%
+12,962
62
$1.06M 0.27%
16,836
+1,348
63
$1.04M 0.26%
6,330
+889
64
$1.02M 0.26%
20,216
+1,379
65
$1.01M 0.26%
20,110
-706
66
$990K 0.25%
29,277
+344
67
$971K 0.25%
18,812
-1,937
68
$965K 0.25%
9,399
-5
69
$946K 0.24%
347,320
-200
70
$946K 0.24%
11,538
+308
71
$921K 0.23%
15,402
+1,028
72
$913K 0.23%
52,763
+2,157
73
$913K 0.23%
21,721
-508
74
$890K 0.23%
11,357
+10
75
$889K 0.23%
9,151
-334
1 2
3
4 5