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
$446M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$14.9M
3
+$13.6M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$10.4M
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$8.19M

Top Sells

1
+$6.31M
2
+$3.68M
3
+$3.67M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$3.62M
5
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$2.75M

Sector Composition

1 Technology 7.04%
2 Financials 5.78%
3 Consumer Discretionary 4.8%
4 Healthcare 4.08%
5 Industrials 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$639K 0.14%
+22,263
127
$637K 0.14%
7,147
+929
128
$630K 0.14%
11,100
+4,271
129
$619K 0.14%
3,370
+392
130
$605K 0.14%
4,044
+61
131
$603K 0.14%
13,779
-4,752
132
$600K 0.13%
+3,709
133
$595K 0.13%
5,744
+3,583
134
$595K 0.13%
6,418
+3,050
135
$592K 0.13%
+4,449
136
$588K 0.13%
5,243
+2,613
137
$586K 0.13%
+4,257
138
$582K 0.13%
20,250
+11,994
139
$581K 0.13%
6,952
+2,029
140
$572K 0.13%
+12,704
141
$563K 0.13%
+30,738
142
$552K 0.12%
2,500
+1,484
143
$551K 0.12%
7,833
-2,786
144
$551K 0.12%
10,620
+2,680
145
$550K 0.12%
4,294
+1,299
146
$549K 0.12%
8,145
-939
147
$541K 0.12%
+3,485
148
$537K 0.12%
+9,074
149
$534K 0.12%
+4,469
150
$533K 0.12%
+2,789
4 5
6
7 8