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
$778M
AUM Growth
-$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$3M
3
+$2.42M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$2.4M
5
BUFT icon
FT Vest Buffered Allocation Defensive ETF
BUFT
+$1.08M

Top Sells

1
+$9.77M
2
+$9.44M
3
+$4.44M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.7M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.62M

Sector Composition

1 Technology 10.21%
2 Consumer Discretionary 5.57%
3 Healthcare 3.99%
4 Financials 3.36%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.54M 0.33%
100,324
-27,990
52
$2.44M 0.31%
28,313
+758
53
$2.42M 0.31%
55,290
+1,558
54
$2.31M 0.3%
41,277
+1,869
55
$2.28M 0.29%
26,142
-151
56
$2.18M 0.28%
25,993
-899
57
$2.12M 0.27%
29,457
+836
58
$2.06M 0.26%
28,039
+3
59
$2.06M 0.26%
22,093
-416
60
$2M 0.26%
6,086
-4,430
61
$1.98M 0.25%
32,697
-194
62
$1.95M 0.25%
12,594
63
$1.91M 0.24%
11,671
-446
64
$1.89M 0.24%
32,488
-95
65
$1.83M 0.23%
22,310
-2,530
66
$1.82M 0.23%
67,600
+5,890
67
$1.8M 0.23%
9,632
-600
68
$1.78M 0.23%
14,992
-185
69
$1.78M 0.23%
16,728
-99
70
$1.76M 0.23%
16,796
-1,803
71
$1.73M 0.22%
29,927
-3,926
72
$1.73M 0.22%
6,081
+100
73
$1.71M 0.22%
8,769
+307
74
$1.7M 0.22%
33,025
+15,967
75
$1.55M 0.2%
2,814
+300
1 2
3
4 5