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
$542M
AUM Growth
+$87.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$16.7M
3
+$14.5M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$10.3M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$7.91M

Top Sells

1
+$14.4M
2
+$8.41M
3
+$6.58M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.71M
5
NARI
Inari Medical, Inc. Common Stock
NARI
+$5.42M

Sector Composition

1 Technology 9.26%
2 Healthcare 3.58%
3 Consumer Discretionary 2.91%
4 Communication Services 1.95%
5 Consumer Staples 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.73M 0.32%
44,069
+23,319
52
$1.69M 0.31%
12,561
-48,812
53
$1.64M 0.3%
25,306
-31,902
54
$1.63M 0.3%
22,260
+3,400
55
$1.61M 0.3%
119,160
+57,840
56
$1.53M 0.28%
42,564
+21,016
57
$1.5M 0.28%
30,458
+10,871
58
$1.43M 0.26%
+9,722
59
$1.39M 0.26%
6,928
+338
60
$1.38M 0.25%
23,560
+7,119
61
$1.36M 0.25%
33,300
+6,546
62
$1.34M 0.25%
25,446
-17
63
$1.34M 0.25%
21,585
+5,095
64
$1.21M 0.22%
10,235
-6,698
65
$1.15M 0.21%
14,560
+1,640
66
$1.14M 0.21%
11,830
-2,202
67
$1.11M 0.2%
18,664
+8,620
68
$1.07M 0.2%
15,468
+6,740
69
$1.06M 0.2%
8,549
+902
70
$1.06M 0.2%
22,737
+11,100
71
$1.01M 0.19%
10,654
-1,162
72
$1.01M 0.19%
32,543
+7,678
73
$998K 0.18%
4,221
-843
74
$979K 0.18%
4,972
+206
75
$975K 0.18%
25,633
+282
1 2
3
4 5