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
$463M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1.43M
3
+$1.3M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.2M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$1.1M

Top Sells

1
+$1.27M
2
+$558K
3
+$520K
4
TDOC icon
Teladoc Health
TDOC
+$483K
5
NHI icon
National Health Investors
NHI
+$477K

Sector Composition

1 Technology 4.85%
2 Financials 3.12%
3 Healthcare 2.07%
4 Consumer Discretionary 2.02%
5 Communication Services 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.73M 0.37%
11,876
+792
52
$1.73M 0.37%
54,742
53
$1.72M 0.37%
13,785
+5,284
54
$1.66M 0.36%
27,668
+17,709
55
$1.62M 0.35%
12,952
+329
56
$1.56M 0.34%
+25,829
57
$1.48M 0.32%
11,773
58
$1.43M 0.31%
6,320
+230
59
$1.43M 0.31%
+25,354
60
$1.19M 0.26%
4,031
+57
61
$1.16M 0.25%
33,032
+1,991
62
$1.16M 0.25%
3,544
+206
63
$1.15M 0.25%
16,950
+3,633
64
$1.14M 0.25%
17,020
+720
65
$1.09M 0.23%
8,022
+1,766
66
$1.08M 0.23%
22,013
+6
67
$1.07M 0.23%
16,000
+260
68
$1.07M 0.23%
+22,020
69
$1.06M 0.23%
22,808
+293
70
$1.03M 0.22%
11,899
+920
71
$1.03M 0.22%
20,498
-1,714
72
$937K 0.2%
35,406
-4,011
73
$933K 0.2%
25,108
+905
74
$927K 0.2%
21,464
+367
75
$926K 0.2%
4,240
-347
1 2
3
4 5