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
$315M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$7.33M
3
+$5.75M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.15M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$1.97M

Top Sells

1
+$22.7M
2
+$14.7M
3
+$6.37M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.39M
5
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$1.89M

Sector Composition

1 Consumer Discretionary 6.24%
2 Technology 5.3%
3 Healthcare 4.55%
4 Industrials 3.11%
5 Communication Services 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$407K 0.13%
4,852
+109
127
$379K 0.12%
10,071
+3,021
128
$378K 0.12%
2,661
-3,320
129
$377K 0.12%
+3,568
130
$375K 0.12%
3,175
-11
131
$372K 0.12%
2,140
-374
132
$364K 0.12%
+12,085
133
$363K 0.12%
11,363
134
$360K 0.11%
+21,445
135
$358K 0.11%
3,985
-15
136
$356K 0.11%
6,188
+21
137
$350K 0.11%
7,040
-2,976
138
$350K 0.11%
2,947
-21
139
$350K 0.11%
7,026
-2,451
140
$348K 0.11%
+3,146
141
$343K 0.11%
+15,360
142
$334K 0.11%
4,303
-651
143
$333K 0.11%
2,993
-4,993
144
$331K 0.11%
2,721
-295
145
$329K 0.1%
10,725
+2,089
146
$329K 0.1%
2,426
-5,449
147
$329K 0.1%
+10,370
148
$327K 0.1%
9,525
-5,373
149
$325K 0.1%
8,080
-39,840
150
$324K 0.1%
+13,271
4 5
6
7 8