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
$542M
AUM Growth
+$87.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$16.7M
3
+$14.5M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$10.3M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$7.91M

Top Sells

1
+$14.4M
2
+$8.41M
3
+$6.58M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.71M
5
NARI
Inari Medical, Inc. Common Stock
NARI
+$5.42M

Sector Composition

1 Technology 9.26%
2 Healthcare 3.58%
3 Consumer Discretionary 2.91%
4 Communication Services 1.95%
5 Consumer Staples 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$465K 0.09%
4,557
-1,433
127
$463K 0.09%
+62,415
128
$462K 0.09%
+4,086
129
$458K 0.08%
+4,448
130
$457K 0.08%
1,818
-1,287
131
$457K 0.08%
10,398
132
$457K 0.08%
5,725
-10
133
$457K 0.08%
+1,898
134
$456K 0.08%
2,737
+143
135
$455K 0.08%
2,170
-154
136
$451K 0.08%
3,462
-110
137
$450K 0.08%
3,064
+15
138
$449K 0.08%
9,660
-1,186
139
$448K 0.08%
8,224
+38
140
$447K 0.08%
+15,771
141
$445K 0.08%
+9,539
142
$445K 0.08%
10,282
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143
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144
$443K 0.08%
5,338
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145
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+6,771
146
$442K 0.08%
8,553
-12,666
147
$441K 0.08%
+17,320
148
$438K 0.08%
+4,836
149
$436K 0.08%
8,604
-646
150
$435K 0.08%
28,335
-440
4 5
6
7 8