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
$1.06B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.74M
3
+$7.82M
4
JVAL icon
JPMorgan US Value Factor ETF
JVAL
+$6.86M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$5.03M

Top Sells

1
+$9.22M
2
+$1.74M
3
+$1.25M
4
ARKK icon
ARK Innovation ETF
ARKK
+$1.2M
5
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$1.18M

Sector Composition

1 Technology 10.71%
2 Consumer Discretionary 4.74%
3 Financials 3.67%
4 Healthcare 3.56%
5 Communication Services 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.2M 0.21%
15,101
+1,751
77
$2.16M 0.2%
2,356
+642
78
$2.11M 0.2%
29,452
-164
79
$2.09M 0.2%
5,814
+678
80
$2.05M 0.19%
11,815
-88
81
$2.05M 0.19%
34,550
+1,961
82
$2.05M 0.19%
8,122
+689
83
$2M 0.19%
7,620
-192
84
$2M 0.19%
32,622
-19,273
85
$1.94M 0.18%
53,148
-34,376
86
$1.92M 0.18%
18,576
-429
87
$1.88M 0.18%
3,112
-168
88
$1.81M 0.17%
35,082
+6,658
89
$1.79M 0.17%
34,480
-1,087
90
$1.73M 0.16%
18,266
-12,664
91
$1.72M 0.16%
26,007
-100
92
$1.7M 0.16%
10,826
-1,180
93
$1.69M 0.16%
32,205
-11,575
94
$1.66M 0.16%
14,325
+751
95
$1.65M 0.16%
33,798
-8,869
96
$1.65M 0.16%
21,531
+1,208
97
$1.55M 0.15%
20,140
+17,530
98
$1.52M 0.14%
9,824
-479
99
$1.49M 0.14%
8,731
-610
100
$1.48M 0.14%
17,462
+925
2 3
4
5 6