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
$393M
AUM Growth
+$57.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$14.2M
3
+$8.42M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$7.45M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.21M

Top Sells

1
+$19.5M
2
+$5.75M
3
+$4.89M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$3.92M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.92M

Sector Composition

1 Financials 6.8%
2 Technology 5.51%
3 Consumer Discretionary 4.48%
4 Healthcare 3.46%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$870K 0.22%
14,411
-683
77
$827K 0.21%
7,292
+206
78
$806K 0.2%
7,507
-2,237
79
$802K 0.2%
15,785
+2,013
80
$797K 0.2%
24,268
+25
81
$788K 0.2%
13,656
-226
82
$779K 0.2%
4,154
-204
83
$769K 0.2%
4,007
84
$755K 0.19%
35,409
-1,796
85
$749K 0.19%
5,253
+13
86
$747K 0.19%
10,888
+2,023
87
$746K 0.19%
5,224
-2,077
88
$741K 0.19%
30,181
-1,717
89
$721K 0.18%
11,552
+3,322
90
$720K 0.18%
+85,856
91
$705K 0.18%
4,178
+2
92
$700K 0.18%
3,761
+512
93
$699K 0.18%
10,725
+87
94
$696K 0.18%
17,888
-2,259
95
$695K 0.18%
24,800
-1,412
96
$691K 0.18%
47,711
+858
97
$680K 0.17%
47,595
+795
98
$674K 0.17%
5,484
-312
99
$667K 0.17%
+7,925
100
$650K 0.17%
3,632
+53
2 3
4
5 6