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
$819M
AUM Growth
+$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$14M
3
+$12.4M
4
MBB icon
iShares MBS ETF
MBB
+$12.1M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$11.3M

Top Sells

1
+$15.7M
2
+$14.2M
3
+$12.6M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$11.6M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$9.81M

Sector Composition

1 Technology 9.21%
2 Healthcare 4.1%
3 Consumer Discretionary 3.87%
4 Financials 3.4%
5 Industrials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.1M 0.26%
33,151
+663
77
$2.08M 0.25%
27,978
-61
78
$2.04M 0.25%
5,325
-1,822
79
$2.02M 0.25%
2,847
+33
80
$2M 0.24%
5,757
-324
81
$1.94M 0.24%
16,698
-30
82
$1.93M 0.24%
26,038
+45
83
$1.91M 0.23%
+63,959
84
$1.88M 0.23%
32,688
-9
85
$1.88M 0.23%
11,080
-1,514
86
$1.86M 0.23%
14,154
+6,035
87
$1.82M 0.22%
27,330
+3,576
88
$1.72M 0.21%
+39,146
89
$1.69M 0.21%
14,397
-293
90
$1.68M 0.21%
16,643
+1,133
91
$1.63M 0.2%
21,724
+48
92
$1.61M 0.2%
15,464
+270
93
$1.56M 0.19%
25,420
+5,107
94
$1.55M 0.19%
14,062
+415
95
$1.55M 0.19%
32,787
+606
96
$1.53M 0.19%
7,377
-1,392
97
$1.45M 0.18%
6,064
-58
98
$1.44M 0.18%
9,189
+23
99
$1.43M 0.18%
13,636
-64
100
$1.43M 0.17%
16,690
-106
2 3
4
5 6