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
$454M
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$17.7M
3
+$8.76M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$8.53M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$8.23M

Top Sells

1
+$15.8M
2
+$5.41M
3
+$3.47M
4
MBB icon
iShares MBS ETF
MBB
+$2.57M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.65M

Sector Composition

1 Technology 8.93%
2 Healthcare 4.87%
3 Consumer Discretionary 1.94%
4 Communication Services 1.58%
5 Financials 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$561K 0.12%
+1,288
102
$557K 0.12%
23,469
+11,845
103
$554K 0.12%
10,044
+184
104
$552K 0.12%
+4,740
105
$546K 0.12%
+2,315
106
$546K 0.12%
+22,865
107
$540K 0.12%
7,900
+1,367
108
$532K 0.12%
9,550
+2,102
109
$524K 0.12%
8,728
-440
110
$515K 0.11%
+5,637
111
$515K 0.11%
+16,908
112
$515K 0.11%
+1,329
113
$501K 0.11%
+2,912
114
$491K 0.11%
5,499
-1,063
115
$483K 0.11%
+7,831
116
$482K 0.11%
+4,804
117
$481K 0.11%
2,625
+869
118
$474K 0.1%
+3,564
119
$472K 0.1%
+3,572
120
$468K 0.1%
9,250
-5,828
121
$465K 0.1%
11,637
+4,134
122
$463K 0.1%
+12,886
123
$454K 0.1%
+5,580
124
$453K 0.1%
8,337
+2,403
125
$452K 0.1%
5,735
-3,254
3 4
5
6 7