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
$315M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$7.33M
3
+$5.75M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.15M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$1.97M

Top Sells

1
+$22.7M
2
+$14.7M
3
+$6.37M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.39M
5
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$1.89M

Sector Composition

1 Consumer Discretionary 6.24%
2 Technology 5.3%
3 Healthcare 4.55%
4 Industrials 3.11%
5 Communication Services 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$493K 0.16%
23,752
+7,043
102
$485K 0.15%
+6,933
103
$483K 0.15%
4,297
-4,316
104
$483K 0.15%
+12,123
105
$482K 0.15%
+11,978
106
$481K 0.15%
4,015
-542
107
$481K 0.15%
+111,038
108
$478K 0.15%
9,197
-13,242
109
$476K 0.15%
+9,480
110
$474K 0.15%
5,580
+503
111
$472K 0.15%
10,597
+1,215
112
$470K 0.15%
7,352
+1,201
113
$465K 0.15%
10,192
-3,702
114
$460K 0.15%
7,279
-2,485
115
$457K 0.15%
6,400
+2,110
116
$457K 0.15%
5,609
+883
117
$451K 0.14%
+9,539
118
$444K 0.14%
13,535
+1,100
119
$436K 0.14%
+24,772
120
$435K 0.14%
2,767
+1,034
121
$429K 0.14%
8,182
-3,591
122
$425K 0.14%
+11,336
123
$420K 0.13%
63,220
-295
124
$414K 0.13%
+5,682
125
$410K 0.13%
2,455
+896
3 4
5
6 7