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
$296M
AUM Growth
-$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.49M
3
+$1.47M
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$1.46M
5
GLW icon
Corning
GLW
+$1.15M

Top Sells

1
+$13.7M
2
+$8.32M
3
+$8.23M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.06M
5
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$4.56M

Sector Composition

1 Technology 8.29%
2 Consumer Discretionary 7.25%
3 Financials 5.62%
4 Healthcare 5.48%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.05M 0.35%
8,614
-2,105
52
$1.02M 0.34%
10,606
-1,667
53
$1.01M 0.34%
19,233
-8,715
54
$980K 0.33%
17,286
-2,205
55
$975K 0.33%
53,797
+1,034
56
$956K 0.32%
27,557
-17,668
57
$937K 0.32%
8,583
+6,303
58
$929K 0.31%
8,893
-3,107
59
$918K 0.31%
14,976
+7,334
60
$911K 0.31%
8,356
-1,043
61
$911K 0.31%
11,708
-4,929
62
$874K 0.3%
+7,826
63
$866K 0.29%
3,013
-903
64
$857K 0.29%
17,411
-5,543
65
$838K 0.28%
14,306
-4,506
66
$836K 0.28%
11,535
+810
67
$796K 0.27%
+12,674
68
$791K 0.27%
22,626
-1,642
69
$770K 0.26%
12,151
-2,260
70
$770K 0.26%
3,798
-209
71
$764K 0.26%
31,512
+5,422
72
$754K 0.26%
41,460
+21,108
73
$741K 0.25%
11,058
-494
74
$734K 0.25%
3,648
-506
75
$726K 0.25%
11,617
-2,039
1 2
3
4 5