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
$948M
AUM Growth
+$67.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$3.86M
3
+$3.61M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$2.96M
5
PFLD icon
AAM Low Duration Preferred and Income Securities ETF
PFLD
+$2.1M

Top Sells

1
+$3.36M
2
+$3.01M
3
+$2.82M
4
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$2.7M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.59M

Sector Composition

1 Technology 13.51%
2 Consumer Discretionary 5.83%
3 Healthcare 3.85%
4 Financials 3.52%
5 Industrials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.86M 0.41%
238,845
+49,065
52
$3.53M 0.37%
37,986
+11,643
53
$3.14M 0.33%
24,576
+2,230
54
$3.12M 0.33%
59,725
+205
55
$3.09M 0.33%
26,780
-394
56
$3.05M 0.32%
28,015
+1
57
$3.05M 0.32%
8,909
-30
58
$3.01M 0.32%
17,321
-1,209
59
$2.93M 0.31%
17,328
-147
60
$2.88M 0.3%
47,865
+1,986
61
$2.78M 0.29%
14,995
+939
62
$2.67M 0.28%
6,796
+464
63
$2.49M 0.26%
24,994
-87
64
$2.48M 0.26%
67,618
+12,640
65
$2.46M 0.26%
32,377
-172
66
$2.37M 0.25%
46,562
-59,269
67
$2.32M 0.24%
28,597
-1,801
68
$2.28M 0.24%
45,360
-29,833
69
$2.28M 0.24%
17,789
+109
70
$2.18M 0.23%
16,153
-4,802
71
$2.17M 0.23%
4,884
-1
72
$2.15M 0.23%
34,281
+256
73
$2.1M 0.22%
73,150
-10,935
74
$2.09M 0.22%
5,120
-1,945
75
$2.06M 0.22%
39,813
+8,786
1 2
3
4 5