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
$844M
AUM Growth
-$5.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$4M
3
+$2.69M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.62M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.51M

Top Sells

1
+$3.49M
2
+$3.43M
3
+$1.37M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.32M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.27M

Sector Composition

1 Technology 10.14%
2 Consumer Discretionary 4.69%
3 Healthcare 4.01%
4 Financials 3.45%
5 Industrials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.93M 0.23%
15,177
-93
77
$1.93M 0.23%
61,710
+24,590
78
$1.89M 0.22%
5,981
+92
79
$1.85M 0.22%
13,122
+574
80
$1.82M 0.21%
105,446
-73,819
81
$1.8M 0.21%
8,462
-49
82
$1.79M 0.21%
35,377
+9,069
83
$1.77M 0.21%
74,055
+49,788
84
$1.77M 0.21%
27,756
+9,711
85
$1.75M 0.21%
30,703
-638
86
$1.71M 0.2%
24,489
+8,507
87
$1.66M 0.2%
18,599
+7,334
88
$1.53M 0.18%
16,139
-146
89
$1.53M 0.18%
2,514
+86
90
$1.52M 0.18%
15,391
+148
91
$1.51M 0.18%
15,042
+1,492
92
$1.48M 0.17%
9,640
+75
93
$1.39M 0.16%
13,842
+4
94
$1.38M 0.16%
17,925
-197
95
$1.36M 0.16%
8,880
+242
96
$1.33M 0.16%
14,560
+140
97
$1.28M 0.15%
27,082
-197
98
$1.28M 0.15%
10,011
-4,671
99
$1.26M 0.15%
29,539
-14,484
100
$1.24M 0.15%
45,706
-40
2 3
4
5 6