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
$331M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$13.6M
3
+$11M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$4.65M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.31M

Top Sells

1
+$11.2M
2
+$10.5M
3
+$8.08M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$7.18M
5
IYF icon
iShares US Financials ETF
IYF
+$5.84M

Sector Composition

1 Consumer Discretionary 7.02%
2 Healthcare 5.4%
3 Technology 5.35%
4 Financials 3.25%
5 Consumer Staples 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$537K 0.16%
4,724
-1,674
102
$529K 0.16%
23,434
+174
103
$527K 0.16%
+6,481
104
$523K 0.16%
+4,128
105
$522K 0.16%
+7,132
106
$511K 0.15%
+12,734
107
$499K 0.15%
+2,687
108
$482K 0.15%
10,417
+493
109
$477K 0.14%
4,547
+310
110
$476K 0.14%
11,669
-4,924
111
$471K 0.14%
3,962
+688
112
$462K 0.14%
4,875
-399
113
$461K 0.14%
27,105
-8,270
114
$457K 0.14%
10,322
-17,499
115
$457K 0.14%
3,861
-477
116
$453K 0.14%
+7,479
117
$452K 0.14%
+9,177
118
$451K 0.14%
2,990
-729
119
$446K 0.13%
14,327
120
$444K 0.13%
+3,159
121
$444K 0.13%
3,852
-30
122
$440K 0.13%
+2,851
123
$438K 0.13%
12,257
-59
124
$433K 0.13%
2,398
+118
125
$426K 0.13%
2,572
+183
3 4
5
6 7