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
$256M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.3M
3
+$9.46M
4
REM icon
iShares Mortgage Real Estate ETF
REM
+$9.02M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$8.47M

Top Sells

1
+$6.35M
2
+$6.17M
3
+$3.65M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.4M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.38M

Sector Composition

1 Consumer Discretionary 5.48%
2 Technology 4.69%
3 Financials 3.75%
4 Industrials 3.36%
5 Healthcare 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$394K 0.15%
+3,205
102
$392K 0.15%
+3,940
103
$390K 0.15%
+2,940
104
$388K 0.15%
+7,192
105
$388K 0.15%
6,166
-6,267
106
$378K 0.15%
5,063
-5,117
107
$376K 0.15%
+4,266
108
$376K 0.15%
+5,755
109
$373K 0.15%
5,354
-192
110
$373K 0.15%
+3,597
111
$368K 0.14%
6,586
+422
112
$363K 0.14%
5,198
-4,568
113
$359K 0.14%
+12,233
114
$358K 0.14%
1,610
-274
115
$357K 0.14%
+14,486
116
$356K 0.14%
3,648
+221
117
$354K 0.14%
11,770
+1,085
118
$354K 0.14%
3,797
-351
119
$353K 0.14%
2,370
+13
120
$353K 0.14%
2,432
-7,799
121
$353K 0.14%
14,909
+237
122
$346K 0.14%
+2,263
123
$346K 0.14%
5,022
-3,325
124
$346K 0.14%
9,545
-259
125
$345K 0.13%
+14,833
3 4
5
6 7