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
$1.06B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.74M
3
+$7.82M
4
JVAL icon
JPMorgan US Value Factor ETF
JVAL
+$6.86M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$5.03M

Top Sells

1
+$9.22M
2
+$1.74M
3
+$1.25M
4
ARKK icon
ARK Innovation ETF
ARKK
+$1.2M
5
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$1.18M

Sector Composition

1 Technology 10.71%
2 Consumer Discretionary 4.74%
3 Financials 3.67%
4 Healthcare 3.56%
5 Communication Services 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.47M 0.14%
37,633
-22,225
102
$1.45M 0.14%
21,074
+1,232
103
$1.41M 0.13%
36,341
+382
104
$1.41M 0.13%
9,433
-1,757
105
$1.4M 0.13%
12,241
+214
106
$1.36M 0.13%
14,293
-73
107
$1.35M 0.13%
12,806
-90
108
$1.35M 0.13%
20,483
109
$1.34M 0.13%
+16,875
110
$1.34M 0.13%
41,603
+2,758
111
$1.34M 0.13%
5,476
-233
112
$1.33M 0.13%
5,766
+2,329
113
$1.33M 0.13%
7,984
+90
114
$1.32M 0.12%
18,032
+2,206
115
$1.3M 0.12%
6,288
+269
116
$1.29M 0.12%
23,183
+478
117
$1.28M 0.12%
14,448
-199
118
$1.28M 0.12%
26,502
+2,958
119
$1.28M 0.12%
9,424
-624
120
$1.27M 0.12%
2,684
+348
121
$1.26M 0.12%
14,906
+1,037
122
$1.25M 0.12%
+24,922
123
$1.23M 0.12%
37,480
-491
124
$1.22M 0.12%
12,053
-183
125
$1.21M 0.11%
+21,095
3 4
5
6 7