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
$393M
AUM Growth
+$57.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$14.2M
3
+$8.42M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$7.45M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.21M

Top Sells

1
+$19.5M
2
+$5.75M
3
+$4.89M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$3.92M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.92M

Sector Composition

1 Financials 6.8%
2 Technology 5.51%
3 Consumer Discretionary 4.48%
4 Healthcare 3.46%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$542K 0.14%
15,678
+427
127
$538K 0.14%
8,216
128
$537K 0.14%
12,045
+6,302
129
$531K 0.14%
10,205
+3,616
130
$531K 0.14%
13,007
+260
131
$523K 0.13%
+12,203
132
$518K 0.13%
7,550
+32
133
$499K 0.13%
74,025
+630
134
$496K 0.13%
15,672
135
$491K 0.12%
3,853
+58
136
$490K 0.12%
+11,573
137
$488K 0.12%
5,772
-46,396
138
$487K 0.12%
10,319
-4
139
$476K 0.12%
+7,950
140
$476K 0.12%
2,967
+747
141
$473K 0.12%
11,270
-16
142
$472K 0.12%
3,792
+669
143
$465K 0.12%
+37,620
144
$463K 0.12%
14,412
+476
145
$462K 0.12%
4,329
+1,059
146
$452K 0.11%
5,106
+19
147
$446K 0.11%
3,557
+116
148
$445K 0.11%
4,824
-180
149
$445K 0.11%
2,876
150
$445K 0.11%
3,396
-46
4 5
6
7 8