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
$446M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$14.9M
3
+$13.6M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$10.4M
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$8.19M

Top Sells

1
+$6.31M
2
+$3.68M
3
+$3.67M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$3.62M
5
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$2.75M

Sector Composition

1 Technology 7.04%
2 Financials 5.78%
3 Consumer Discretionary 4.8%
4 Healthcare 4.08%
5 Industrials 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$926K 0.21%
7,744
+3,383
77
$911K 0.2%
+3,617
78
$897K 0.2%
15,922
-14,852
79
$894K 0.2%
10,403
+3,814
80
$891K 0.2%
7,813
-3,207
81
$886K 0.2%
+50,417
82
$878K 0.2%
7,795
-2,655
83
$876K 0.2%
13,474
-1,427
84
$866K 0.19%
6,315
+3,988
85
$865K 0.19%
54,224
-2,832
86
$858K 0.19%
+16,430
87
$854K 0.19%
28,806
+8,946
88
$847K 0.19%
9,276
+4,125
89
$836K 0.19%
+14,184
90
$827K 0.19%
+18,461
91
$823K 0.18%
7,214
+3,905
92
$818K 0.18%
11,792
+6,822
93
$816K 0.18%
40,160
-35,380
94
$816K 0.18%
9,461
+3,761
95
$810K 0.18%
+11,727
96
$805K 0.18%
4,328
-6,653
97
$804K 0.18%
3,723
+1,181
98
$804K 0.18%
18,546
+11,067
99
$797K 0.18%
3,498
-76
100
$778K 0.17%
56,186
+32,235
2 3
4
5 6