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
$296M
AUM Growth
-$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.49M
3
+$1.47M
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$1.46M
5
GLW icon
Corning
GLW
+$1.15M

Top Sells

1
+$13.7M
2
+$8.32M
3
+$8.23M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.06M
5
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$4.56M

Sector Composition

1 Technology 8.29%
2 Consumer Discretionary 7.25%
3 Financials 5.62%
4 Healthcare 5.48%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$505K 0.17%
+8,051
102
$504K 0.17%
+2,549
103
$503K 0.17%
3,955
-699
104
$500K 0.17%
8,080
-34,560
105
$497K 0.17%
+8,193
106
$496K 0.17%
+50,102
107
$495K 0.17%
12,355
-2,358
108
$494K 0.17%
+4,911
109
$479K 0.16%
+1,982
110
$478K 0.16%
5,654
-118
111
$477K 0.16%
+6,096
112
$477K 0.16%
+7,679
113
$473K 0.16%
5,316
-7,646
114
$470K 0.16%
5,007
+2,283
115
$468K 0.16%
10,033
-3,551
116
$462K 0.16%
+9,040
117
$460K 0.16%
53,216
-32,640
118
$448K 0.15%
6,700
-8,702
119
$442K 0.15%
14,020
-1,652
120
$439K 0.15%
6,854
-9,982
121
$439K 0.15%
+5,379
122
$438K 0.15%
+19,177
123
$435K 0.15%
+3,088
124
$427K 0.14%
+11,125
125
$424K 0.14%
11,940
-416
3 4
5
6 7