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
$463M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1.43M
3
+$1.3M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.2M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$1.1M

Top Sells

1
+$1.27M
2
+$558K
3
+$520K
4
TDOC icon
Teladoc Health
TDOC
+$483K
5
NHI icon
National Health Investors
NHI
+$477K

Sector Composition

1 Technology 4.85%
2 Financials 3.12%
3 Healthcare 2.07%
4 Consumer Discretionary 2.02%
5 Communication Services 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$924K 0.2%
20,539
+407
77
$914K 0.2%
4,862
-446
78
$912K 0.2%
+16,418
79
$910K 0.2%
10,354
+471
80
$900K 0.19%
3,014
-93
81
$896K 0.19%
16,189
+43
82
$884K 0.19%
14,596
-392
83
$813K 0.18%
12,388
-4,771
84
$805K 0.17%
11,534
+916
85
$802K 0.17%
13,285
+6,824
86
$800K 0.17%
28,403
+602
87
$795K 0.17%
5,387
-469
88
$779K 0.17%
6,078
-187
89
$768K 0.17%
47,365
-61
90
$765K 0.17%
+10,268
91
$758K 0.16%
6,292
+456
92
$756K 0.16%
8,151
+4,529
93
$739K 0.16%
12,670
+110
94
$734K 0.16%
12,268
+908
95
$725K 0.16%
13,536
+1,665
96
$716K 0.15%
3,049
+104
97
$715K 0.15%
3,957
+134
98
$695K 0.15%
17,083
+752
99
$686K 0.15%
6,496
+189
100
$675K 0.15%
5,374
+3,015
2 3
4
5 6