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
$315M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$7.33M
3
+$5.75M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.15M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$1.97M

Top Sells

1
+$22.7M
2
+$14.7M
3
+$6.37M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.39M
5
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$1.89M

Sector Composition

1 Consumer Discretionary 6.24%
2 Technology 5.3%
3 Healthcare 4.55%
4 Industrials 3.11%
5 Communication Services 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$636K 0.2%
37,262
+755
77
$625K 0.2%
46,214
+603
78
$621K 0.2%
+8,155
79
$619K 0.2%
+4,076
80
$616K 0.2%
+11,861
81
$614K 0.2%
10,096
+2,970
82
$610K 0.19%
64,410
+15,870
83
$608K 0.19%
+5,603
84
$604K 0.19%
12,028
+2,409
85
$590K 0.19%
+27,655
86
$575K 0.18%
18,735
-11,398
87
$573K 0.18%
+16,740
88
$572K 0.18%
4,885
-1,388
89
$559K 0.18%
+11,926
90
$544K 0.17%
+30,972
91
$544K 0.17%
3,887
+266
92
$537K 0.17%
+7,176
93
$536K 0.17%
13,344
+3,030
94
$527K 0.17%
+3,004
95
$519K 0.16%
27,780
-11,310
96
$511K 0.16%
11,184
+255
97
$508K 0.16%
9,639
+5,467
98
$504K 0.16%
5,515
99
$501K 0.16%
4,919
+389
100
$497K 0.16%
+6,772
2 3
4
5 6