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
$256M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.3M
3
+$9.46M
4
REM icon
iShares Mortgage Real Estate ETF
REM
+$9.02M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$8.47M

Top Sells

1
+$6.35M
2
+$6.17M
3
+$3.65M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.4M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.38M

Sector Composition

1 Consumer Discretionary 5.48%
2 Technology 4.69%
3 Financials 3.75%
4 Industrials 3.36%
5 Healthcare 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$343K 0.13%
+8,108
127
$342K 0.13%
6,936
-6,303
128
$341K 0.13%
1,351
+162
129
$338K 0.13%
3,889
+112
130
$337K 0.13%
4,892
+685
131
$336K 0.13%
7,060
+486
132
$336K 0.13%
5,791
+304
133
$335K 0.13%
+23,720
134
$335K 0.13%
+8,880
135
$332K 0.13%
2,183
-497
136
$332K 0.13%
1,571
+265
137
$331K 0.13%
2,916
+14
138
$331K 0.13%
2,913
+149
139
$329K 0.13%
4,636
-37
140
$326K 0.13%
+5,793
141
$325K 0.13%
4,037
-11
142
$323K 0.13%
7,629
+299
143
$322K 0.13%
5,723
-25,761
144
$321K 0.13%
2,605
+3
145
$321K 0.13%
+2,314
146
$319K 0.12%
4,769
+515
147
$319K 0.12%
2,991
-691
148
$319K 0.12%
+8,506
149
$314K 0.12%
2,543
-240
150
$314K 0.12%
+4,131
4 5
6
7 8