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
$1.06B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.74M
3
+$7.82M
4
JVAL icon
JPMorgan US Value Factor ETF
JVAL
+$6.86M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$5.03M

Top Sells

1
+$9.22M
2
+$1.74M
3
+$1.25M
4
ARKK icon
ARK Innovation ETF
ARKK
+$1.2M
5
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$1.18M

Sector Composition

1 Technology 10.71%
2 Consumer Discretionary 4.74%
3 Financials 3.67%
4 Healthcare 3.56%
5 Communication Services 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.17M 0.39%
26,364
+1,056
52
$4.17M 0.39%
58,845
+9,265
53
$3.88M 0.37%
65,648
+2,286
54
$3.83M 0.36%
14,298
+553
55
$3.54M 0.33%
11,849
+545
56
$3.52M 0.33%
9,786
+63
57
$3.44M 0.33%
25,010
-5,280
58
$3.4M 0.32%
+54,636
59
$3.34M 0.32%
15,401
-603
60
$3.19M 0.3%
34,374
-3,282
61
$3.17M 0.3%
27,615
+470
62
$3.15M 0.3%
24,364
+1,278
63
$3.14M 0.3%
49,539
-588
64
$3.11M 0.29%
134,898
+8,661
65
$2.9M 0.27%
10,519
-778
66
$2.9M 0.27%
7,990
+1,516
67
$2.87M 0.27%
17,962
-1,300
68
$2.86M 0.27%
15,843
+84
69
$2.53M 0.24%
42,237
+8,161
70
$2.46M 0.23%
14,127
+447
71
$2.43M 0.23%
23,205
-2,144
72
$2.42M 0.23%
13,260
-1,310
73
$2.36M 0.22%
11,704
-1,148
74
$2.35M 0.22%
40,178
+332
75
$2.34M 0.22%
25,496
-5,317
1 2
3
4 5