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
$454M
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$17.7M
3
+$8.76M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$8.53M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$8.23M

Top Sells

1
+$15.8M
2
+$5.41M
3
+$3.47M
4
MBB icon
iShares MBS ETF
MBB
+$2.57M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.65M

Sector Composition

1 Technology 8.93%
2 Healthcare 4.87%
3 Consumer Discretionary 1.94%
4 Communication Services 1.58%
5 Financials 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$447K 0.1%
+6,646
127
$445K 0.1%
+16,220
128
$443K 0.1%
+2,324
129
$443K 0.1%
8,186
-5,730
130
$441K 0.1%
+5,668
131
$440K 0.1%
+3,859
132
$440K 0.1%
+13,001
133
$436K 0.1%
+5,069
134
$435K 0.1%
+3,105
135
$434K 0.1%
+2,594
136
$433K 0.1%
+10,846
137
$433K 0.1%
+3,049
138
$432K 0.1%
+2,892
139
$431K 0.1%
7,611
-2,555
140
$431K 0.1%
+1,031
141
$425K 0.09%
+2,980
142
$419K 0.09%
6,345
-4,661
143
$416K 0.09%
+13,631
144
$409K 0.09%
7,063
+225
145
$408K 0.09%
+57,291
146
$408K 0.09%
+10,398
147
$403K 0.09%
+10,184
148
$398K 0.09%
+28,775
149
$393K 0.09%
8,898
-7,980
150
$391K 0.09%
1,321
-136
4 5
6
7 8