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
$296M
AUM Growth
-$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.49M
3
+$1.47M
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$1.46M
5
GLW icon
Corning
GLW
+$1.15M

Top Sells

1
+$13.7M
2
+$8.32M
3
+$8.23M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.06M
5
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$4.56M

Sector Composition

1 Technology 8.29%
2 Consumer Discretionary 7.25%
3 Financials 5.62%
4 Healthcare 5.48%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$415K 0.14%
7,372
-4,514
127
$414K 0.14%
8,500
128
$411K 0.14%
3,110
-682
129
$407K 0.14%
9,360
-12,361
130
$401K 0.14%
5,419
-3,474
131
$399K 0.14%
4,370
-8,905
132
$399K 0.14%
9,293
-3,714
133
$398K 0.13%
4,839
-3,086
134
$389K 0.13%
7,754
-4,291
135
$388K 0.13%
4,286
-738
136
$375K 0.13%
8,836
-2,434
137
$374K 0.13%
7,720
-500
138
$374K 0.13%
+4,986
139
$372K 0.13%
+8,021
140
$368K 0.12%
7,920
-420
141
$368K 0.12%
+3,215
142
$365K 0.12%
2,259
-617
143
$365K 0.12%
+10,220
144
$364K 0.12%
+16,863
145
$364K 0.12%
14,779
-3,173
146
$361K 0.12%
13,180
-2,697
147
$360K 0.12%
+4,188
148
$359K 0.12%
5,203
-3,367
149
$356K 0.12%
12,503
-7,889
150
$354K 0.12%
+3,864
4 5
6
7 8