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
$463M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1.43M
3
+$1.3M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.2M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$1.1M

Top Sells

1
+$1.27M
2
+$558K
3
+$520K
4
TDOC icon
Teladoc Health
TDOC
+$483K
5
NHI icon
National Health Investors
NHI
+$477K

Sector Composition

1 Technology 4.85%
2 Financials 3.12%
3 Healthcare 2.07%
4 Consumer Discretionary 2.02%
5 Communication Services 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$484K 0.1%
2,450
+87
127
$483K 0.1%
2,710
+27
128
$481K 0.1%
16,301
+2,097
129
$478K 0.1%
2,424
+6
130
$474K 0.1%
4,139
-118
131
$464K 0.1%
7,242
+70
132
$457K 0.1%
8,496
+2,034
133
$452K 0.1%
9,977
+161
134
$441K 0.1%
16,685
+596
135
$425K 0.09%
4,605
-479
136
$423K 0.09%
3,786
-1,335
137
$423K 0.09%
8,304
+2,191
138
$420K 0.09%
8,242
-2,383
139
$418K 0.09%
+7,845
140
$412K 0.09%
7,516
-48
141
$409K 0.09%
11,633
+88
142
$409K 0.09%
3,511
-266
143
$408K 0.09%
7,309
+493
144
$407K 0.09%
2,495
-824
145
$405K 0.09%
9,107
+67
146
$384K 0.08%
4,063
+900
147
$378K 0.08%
+7,755
148
$378K 0.08%
6,909
+1,181
149
$369K 0.08%
+2,871
150
$361K 0.08%
3,203
+15
4 5
6
7 8