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
$1.06B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.74M
3
+$7.82M
4
JVAL icon
JPMorgan US Value Factor ETF
JVAL
+$6.86M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$5.03M

Top Sells

1
+$9.22M
2
+$1.74M
3
+$1.25M
4
ARKK icon
ARK Innovation ETF
ARKK
+$1.2M
5
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$1.18M

Sector Composition

1 Technology 10.71%
2 Consumer Discretionary 4.74%
3 Financials 3.67%
4 Healthcare 3.56%
5 Communication Services 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.2M 0.11%
2,746
+395
127
$1.17M 0.11%
5,461
+770
128
$1.13M 0.11%
12,509
+2
129
$1.11M 0.11%
5,327
+773
130
$1.1M 0.1%
+16,504
131
$1.1M 0.1%
1,627
-106
132
$1.1M 0.1%
14,489
-328
133
$1.1M 0.1%
6,810
-3,657
134
$1.07M 0.1%
20,628
-1,422
135
$1.05M 0.1%
16,904
-2,312
136
$1.05M 0.1%
5,647
-249
137
$1.05M 0.1%
56,626
+14,731
138
$1.03M 0.1%
+41,638
139
$1.03M 0.1%
5,465
-2,838
140
$1.01M 0.1%
41,615
+2,695
141
$981K 0.09%
8,001
-1,437
142
$964K 0.09%
23,108
+1,897
143
$945K 0.09%
34,214
+2,705
144
$942K 0.09%
8,024
+672
145
$941K 0.09%
20,769
+334
146
$936K 0.09%
3,684
-315
147
$936K 0.09%
10,064
+921
148
$907K 0.09%
168,667
+18,681
149
$887K 0.08%
53,465
-24
150
$887K 0.08%
12,931
+98
4 5
6
7 8