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
$331M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$13.6M
3
+$11M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$4.65M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.31M

Top Sells

1
+$11.2M
2
+$10.5M
3
+$8.08M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$7.18M
5
IYF icon
iShares US Financials ETF
IYF
+$5.84M

Sector Composition

1 Consumer Discretionary 7.02%
2 Healthcare 5.4%
3 Technology 5.35%
4 Financials 3.25%
5 Consumer Staples 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$426K 0.13%
+12,907
127
$422K 0.13%
+21,750
128
$419K 0.13%
2,073
+196
129
$405K 0.12%
9,401
-3,819
130
$399K 0.12%
+7,502
131
$399K 0.12%
+5,071
132
$399K 0.12%
6,144
-9,434
133
$395K 0.12%
+4,919
134
$394K 0.12%
9,082
-197
135
$392K 0.12%
+3,328
136
$391K 0.12%
+3,580
137
$389K 0.12%
7,097
-520
138
$388K 0.12%
+7,008
139
$383K 0.12%
7,874
+894
140
$375K 0.11%
5,604
-5,031
141
$373K 0.11%
2,335
-2,720
142
$372K 0.11%
+3,994
143
$366K 0.11%
984
+100
144
$363K 0.11%
2,104
-405
145
$359K 0.11%
20,198
-3,795
146
$359K 0.11%
+3,817
147
$351K 0.11%
4,637
-684
148
$346K 0.1%
5,731
+761
149
$345K 0.1%
5,046
+21
150
$343K 0.1%
14,985
-107
4 5
6
7 8