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
$778M
AUM Growth
-$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$3M
3
+$2.42M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$2.4M
5
BUFT icon
FT Vest Buffered Allocation Defensive ETF
BUFT
+$1.08M

Top Sells

1
+$9.77M
2
+$9.44M
3
+$4.44M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.7M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.62M

Sector Composition

1 Technology 10.21%
2 Consumer Discretionary 5.57%
3 Healthcare 3.99%
4 Financials 3.36%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.47M 0.19%
9,166
-474
77
$1.44M 0.18%
21,676
-2,813
78
$1.43M 0.18%
23,754
-4,002
79
$1.41M 0.18%
30,236
-467
80
$1.4M 0.18%
19,633
+1,708
81
$1.39M 0.18%
32,181
+3,498
82
$1.39M 0.18%
15,194
+152
83
$1.32M 0.17%
14,690
-1,449
84
$1.29M 0.17%
15,510
+119
85
$1.28M 0.16%
70,572
+59,904
86
$1.25M 0.16%
17,222
+836
87
$1.24M 0.16%
12,905
+872
88
$1.22M 0.16%
20,313
+8,082
89
$1.2M 0.15%
45,662
-44
90
$1.2M 0.15%
13,700
-142
91
$1.19M 0.15%
27,376
+294
92
$1.19M 0.15%
13,647
+4,127
93
$1.14M 0.15%
7,041
+381
94
$1.13M 0.14%
14,049
-511
95
$1.12M 0.14%
66,867
-38,579
96
$1.11M 0.14%
66,110
+54,956
97
$1.11M 0.14%
6,679
+523
98
$1.09M 0.14%
13,104
+15
99
$1.07M 0.14%
11,271
-403
100
$1.07M 0.14%
+24,929
2 3
4
5 6