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
$393M
AUM Growth
+$57.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$14.2M
3
+$8.42M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$7.45M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.21M

Top Sells

1
+$19.5M
2
+$5.75M
3
+$4.89M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$3.92M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.92M

Sector Composition

1 Financials 6.8%
2 Technology 5.51%
3 Consumer Discretionary 4.48%
4 Healthcare 3.46%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$649K 0.17%
8,893
-1,078
102
$641K 0.16%
3,909
+508
103
$640K 0.16%
20,392
+213
104
$637K 0.16%
13,584
-17
105
$633K 0.16%
17,375
-7,027
106
$625K 0.16%
3,123
-5
107
$621K 0.16%
5,459
-6,624
108
$616K 0.16%
14,713
+118
109
$615K 0.16%
26,090
+5,325
110
$611K 0.16%
6,941
+943
111
$608K 0.15%
11,886
-6,154
112
$607K 0.15%
8,713
-496
113
$600K 0.15%
10,966
-623
114
$597K 0.15%
4,654
-696
115
$594K 0.15%
+21,568
116
$591K 0.15%
6,578
+22
117
$591K 0.15%
4,216
-246
118
$587K 0.15%
7,844
-448
119
$570K 0.14%
123,089
-39,337
120
$564K 0.14%
8,570
+491
121
$560K 0.14%
6,077
+332
122
$557K 0.14%
8,855
-617
123
$551K 0.14%
20,350
124
$551K 0.14%
11,305
+494
125
$546K 0.14%
6,331
-2
3 4
5
6 7