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
$256M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.3M
3
+$9.46M
4
REM icon
iShares Mortgage Real Estate ETF
REM
+$9.02M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$8.47M

Top Sells

1
+$6.35M
2
+$6.17M
3
+$3.65M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.4M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.38M

Sector Composition

1 Consumer Discretionary 5.48%
2 Technology 4.69%
3 Financials 3.75%
4 Industrials 3.36%
5 Healthcare 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$573K 0.22%
29,232
-3,336
77
$560K 0.22%
7,832
+1,951
78
$536K 0.21%
+14,382
79
$529K 0.21%
2,643
-1,209
80
$527K 0.21%
15,926
-155
81
$525K 0.21%
10,298
-71,512
82
$503K 0.2%
6,866
-33,859
83
$502K 0.2%
4,219
-19
84
$500K 0.2%
+4,627
85
$497K 0.19%
13,536
+2,090
86
$459K 0.18%
+7,721
87
$451K 0.18%
5,442
-613
88
$447K 0.17%
+5,848
89
$445K 0.17%
+32,040
90
$444K 0.17%
+7,138
91
$430K 0.17%
3,074
-2,455
92
$418K 0.16%
+7,080
93
$415K 0.16%
+4,765
94
$408K 0.16%
+4,501
95
$407K 0.16%
+1,041
96
$403K 0.16%
14,160
-1,780
97
$402K 0.16%
8,262
-333
98
$402K 0.16%
4,978
+623
99
$398K 0.16%
+3,487
100
$397K 0.16%
3,575
-4,146
2 3
4
5 6