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
$844M
AUM Growth
-$5.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$4M
3
+$2.69M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.62M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.51M

Top Sells

1
+$3.49M
2
+$3.43M
3
+$1.37M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.32M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.27M

Sector Composition

1 Technology 10.14%
2 Consumer Discretionary 4.69%
3 Healthcare 4.01%
4 Financials 3.45%
5 Industrials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.43M 0.41%
12,574
-66
52
$3.33M 0.39%
24,381
+7,242
53
$3.28M 0.39%
15,103
-504
54
$3M 0.35%
15,224
+39
55
$2.9M 0.34%
57,535
+47,944
56
$2.82M 0.33%
53,732
+1,828
57
$2.81M 0.33%
62,110
-20
58
$2.73M 0.32%
55,589
-1,302
59
$2.66M 0.31%
85,327
-21,180
60
$2.51M 0.3%
27,555
+221
61
$2.48M 0.29%
39,408
+3,897
62
$2.45M 0.29%
26,892
+497
63
$2.43M 0.29%
26,293
+86
64
$2.41M 0.29%
22,509
-7
65
$2.24M 0.26%
28,036
+1
66
$2.22M 0.26%
32,583
+266
67
$2.17M 0.26%
32,891
+1
68
$2.12M 0.25%
12,594
+3,549
69
$2.1M 0.25%
33,853
+8,118
70
$2.05M 0.24%
10,232
+276
71
$2.05M 0.24%
28,621
+541
72
$2.04M 0.24%
24,840
-1,470
73
$2.02M 0.24%
12,117
+119
74
$1.97M 0.23%
17,110
+13,726
75
$1.96M 0.23%
16,827
+24
1 2
3
4 5