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
$778M
AUM Growth
-$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$3M
3
+$2.42M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$2.4M
5
BUFT icon
FT Vest Buffered Allocation Defensive ETF
BUFT
+$1.08M

Top Sells

1
+$9.77M
2
+$9.44M
3
+$4.44M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.7M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.62M

Sector Composition

1 Technology 10.21%
2 Consumer Discretionary 5.57%
3 Healthcare 3.99%
4 Financials 3.36%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.05M 0.13%
9,275
-736
102
$1.03M 0.13%
2,181
+158
103
$1.01M 0.13%
14,925
+842
104
$1M 0.13%
6,122
-401
105
$986K 0.13%
22,538
+2,114
106
$983K 0.13%
24,587
-4,952
107
$974K 0.13%
24,125
+5,471
108
$960K 0.12%
+32,208
109
$950K 0.12%
8,119
-35
110
$935K 0.12%
55,154
-2,516
111
$922K 0.12%
24,286
-11,091
112
$913K 0.12%
20,483
113
$912K 0.12%
3,175
-11,242
114
$910K 0.12%
21,552
+153
115
$896K 0.12%
22,440
+1,128
116
$892K 0.11%
10,360
+3,818
117
$890K 0.11%
6,923
+40
118
$889K 0.11%
+39,796
119
$864K 0.11%
2,587
-6
120
$857K 0.11%
21,311
+709
121
$846K 0.11%
7,119
-6,003
122
$846K 0.11%
12,438
-73
123
$845K 0.11%
20,801
124
$844K 0.11%
7,868
+57
125
$831K 0.11%
10,325
-2,103
3 4
5
6 7