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
$454M
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$17.7M
3
+$8.76M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$8.53M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$8.23M

Top Sells

1
+$15.8M
2
+$5.41M
3
+$3.47M
4
MBB icon
iShares MBS ETF
MBB
+$2.57M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.65M

Sector Composition

1 Technology 8.93%
2 Healthcare 4.87%
3 Consumer Discretionary 1.94%
4 Communication Services 1.58%
5 Financials 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.43M 0.31%
+46,250
52
$1.37M 0.3%
18,990
-75,090
53
$1.36M 0.3%
44,949
-12,026
54
$1.34M 0.29%
18,860
+940
55
$1.32M 0.29%
14,032
+4,690
56
$1.27M 0.28%
6,590
+1,731
57
$1.21M 0.27%
25,463
-23,483
58
$1.19M 0.26%
9,148
+2,503
59
$1.18M 0.26%
38,059
+10,973
60
$1.1M 0.24%
21,219
+9,292
61
$1.07M 0.24%
+16,441
62
$1.07M 0.23%
+11,816
63
$1.02M 0.23%
+26,754
64
$962K 0.21%
5,064
+2,205
65
$953K 0.21%
12,920
+1,658
66
$952K 0.21%
25,351
+721
67
$937K 0.21%
+16,490
68
$936K 0.21%
+8,107
69
$911K 0.2%
+19,584
70
$893K 0.2%
14,923
+3,400
71
$885K 0.2%
+15,156
72
$875K 0.19%
19,587
+3,984
73
$870K 0.19%
19,450
+7,424
74
$861K 0.19%
20,067
+1,801
75
$853K 0.19%
7,647
+3,195
1 2
3
4 5