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
$948M
AUM Growth
+$67.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$3.86M
3
+$3.61M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$2.96M
5
PFLD icon
AAM Low Duration Preferred and Income Securities ETF
PFLD
+$2.1M

Top Sells

1
+$3.36M
2
+$3.01M
3
+$2.82M
4
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$2.7M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.59M

Sector Composition

1 Technology 13.51%
2 Consumer Discretionary 5.83%
3 Healthcare 3.85%
4 Financials 3.52%
5 Industrials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.3M 0.14%
20,312
+384
102
$1.3M 0.14%
13,233
+3,917
103
$1.28M 0.14%
3,170
+516
104
$1.25M 0.13%
62,125
+3,122
105
$1.25M 0.13%
7,224
-71
106
$1.25M 0.13%
2,319
+117
107
$1.24M 0.13%
6,354
-134
108
$1.19M 0.13%
26,257
-5,238
109
$1.18M 0.12%
11,021
-3,198
110
$1.16M 0.12%
20,871
-394
111
$1.15M 0.12%
20,439
-49,932
112
$1.15M 0.12%
7,290
-448
113
$1.15M 0.12%
16,323
+2,692
114
$1.14M 0.12%
20,483
115
$1.13M 0.12%
22,125
-522
116
$1.13M 0.12%
6,980
+39
117
$1.1M 0.12%
22,672
+10,922
118
$1.08M 0.11%
9,110
-49
119
$1.07M 0.11%
7,072
-5,620
120
$1.07M 0.11%
67,148
+7,111
121
$1.07M 0.11%
12,806
-564
122
$1.05M 0.11%
11,837
-1,878
123
$1.04M 0.11%
7,326
-2,151
124
$1M 0.11%
34,137
-21,624
125
$991K 0.1%
16,905
-556
3 4
5
6 7