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
$819M
AUM Growth
+$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$14M
3
+$12.4M
4
MBB icon
iShares MBS ETF
MBB
+$12.1M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$11.3M

Top Sells

1
+$15.7M
2
+$14.2M
3
+$12.6M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$11.6M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$9.81M

Sector Composition

1 Technology 9.21%
2 Healthcare 4.1%
3 Consumer Discretionary 3.87%
4 Financials 3.4%
5 Industrials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.42M 0.17%
31,070
+6,945
102
$1.42M 0.17%
48,203
+15,995
103
$1.38M 0.17%
19,212
-421
104
$1.37M 0.17%
54,606
+21,525
105
$1.36M 0.17%
19,516
-2,794
106
$1.33M 0.16%
7,428
+2,103
107
$1.32M 0.16%
33,607
+9,321
108
$1.3M 0.16%
13,259
+155
109
$1.29M 0.16%
6,020
-659
110
$1.26M 0.15%
26,908
+1,979
111
$1.25M 0.15%
7,734
+1,984
112
$1.24M 0.15%
17,699
+477
113
$1.22M 0.15%
45,024
-638
114
$1.19M 0.15%
27,687
+311
115
$1.19M 0.15%
15,943
+10,177
116
$1.17M 0.14%
24,475
-112
117
$1.16M 0.14%
+26,275
118
$1.13M 0.14%
2,646
+59
119
$1.12M 0.14%
45,558
-54,766
120
$1.11M 0.14%
13,500
-549
121
$1.11M 0.14%
7,866
+747
122
$1.09M 0.13%
6,561
-416
123
$1.08M 0.13%
64,377
-2,490
124
$1.05M 0.13%
14,692
-233
125
$1.02M 0.12%
21,377
-11,648
3 4
5
6 7