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
$844M
AUM Growth
-$5.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$4M
3
+$2.69M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.62M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.51M

Top Sells

1
+$3.49M
2
+$3.43M
3
+$1.37M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.32M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.27M

Sector Composition

1 Technology 10.14%
2 Consumer Discretionary 4.69%
3 Healthcare 4.01%
4 Financials 3.45%
5 Industrials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.23M 0.14%
29,483
-1,914
102
$1.22M 0.14%
12,033
-166
103
$1.22M 0.14%
6,660
+865
104
$1.22M 0.14%
16,386
-95
105
$1.17M 0.14%
6,523
-68
106
$1.16M 0.14%
28,683
+1,752
107
$1.14M 0.14%
64,567
+40,880
108
$1.14M 0.14%
13,089
+13
109
$1.14M 0.13%
18,626
+1,626
110
$1.12M 0.13%
+57,670
111
$1.08M 0.13%
32,645
-15,431
112
$1.08M 0.13%
11,674
-2,572
113
$1.07M 0.13%
6,156
+218
114
$1.04M 0.12%
34,182
-4,434
115
$1M 0.12%
14,083
+77
116
$992K 0.12%
20,801
117
$982K 0.12%
20,483
118
$969K 0.11%
2,023
+497
119
$967K 0.11%
20,424
-795
120
$966K 0.11%
21,399
+3,758
121
$964K 0.11%
12,428
+2,484
122
$963K 0.11%
45,930
-14,462
123
$959K 0.11%
8,154
+1,130
124
$946K 0.11%
6,883
+1,396
125
$921K 0.11%
12,511
+2
3 4
5
6 7