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
$454M
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$17.7M
3
+$8.76M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$8.53M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$8.23M

Top Sells

1
+$15.8M
2
+$5.41M
3
+$3.47M
4
MBB icon
iShares MBS ETF
MBB
+$2.57M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.65M

Sector Composition

1 Technology 8.93%
2 Healthcare 4.87%
3 Consumer Discretionary 1.94%
4 Communication Services 1.58%
5 Financials 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$852K 0.19%
18,264
+11,739
77
$844K 0.19%
7,200
-2,387
78
$810K 0.18%
22,790
+310
79
$806K 0.18%
4,766
+575
80
$805K 0.18%
+3,121
81
$779K 0.17%
+17,522
82
$770K 0.17%
+14,643
83
$761K 0.17%
+20,750
84
$743K 0.16%
+24,865
85
$742K 0.16%
14,300
-6,824
86
$732K 0.16%
+21,548
87
$703K 0.15%
+27,633
88
$682K 0.15%
+6,944
89
$682K 0.15%
15,122
-1,245
90
$675K 0.15%
11,246
-25,797
91
$666K 0.15%
9,420
+2,360
92
$634K 0.14%
+146
93
$629K 0.14%
9,344
+3,911
94
$618K 0.14%
+20,275
95
$612K 0.13%
+24,204
96
$609K 0.13%
5,990
+2,614
97
$602K 0.13%
7,535
+4,892
98
$582K 0.13%
+61,320
99
$580K 0.13%
23,486
+20,053
100
$572K 0.13%
3,204
+773
2 3
4
5 6