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
$819M
AUM Growth
+$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$14M
3
+$12.4M
4
MBB icon
iShares MBS ETF
MBB
+$12.1M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$11.3M

Top Sells

1
+$15.7M
2
+$14.2M
3
+$12.6M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$11.6M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$9.81M

Sector Composition

1 Technology 9.21%
2 Healthcare 4.1%
3 Consumer Discretionary 3.87%
4 Financials 3.4%
5 Industrials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.01M 0.49%
11,406
+5,320
52
$3.86M 0.47%
12,222
-272
53
$3.83M 0.47%
66,114
-8,289
54
$3.66M 0.45%
69,614
+12,065
55
$3.65M 0.45%
25,839
-16,881
56
$3.4M 0.42%
27,353
+12,361
57
$3.34M 0.41%
30,530
+23,533
58
$3.2M 0.39%
62,428
+7,138
59
$3.17M 0.39%
26,329
-4,751
60
$3.09M 0.38%
27,831
-482
61
$3.05M 0.37%
34,320
-3,520
62
$3.03M 0.37%
14,597
-867
63
$2.99M 0.37%
61,860
+555
64
$2.97M 0.36%
46,692
+5,415
65
$2.76M 0.34%
83,278
-16,795
66
$2.63M 0.32%
30,020
+563
67
$2.49M 0.3%
26,289
+147
68
$2.49M 0.3%
17,710
+13,601
69
$2.4M 0.29%
9,045
-587
70
$2.38M 0.29%
68,544
+944
71
$2.36M 0.29%
+58,709
72
$2.25M 0.27%
10,189
-8,069
73
$2.24M 0.27%
21,766
-327
74
$2.14M 0.26%
11,818
+147
75
$2.13M 0.26%
33,295
+3,368
1 2
3
4 5