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
$844M
AUM Growth
-$5.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$4M
3
+$2.69M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.62M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.51M

Top Sells

1
+$3.49M
2
+$3.43M
3
+$1.37M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.32M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.27M

Sector Composition

1 Technology 10.14%
2 Consumer Discretionary 4.69%
3 Healthcare 4.01%
4 Financials 3.45%
5 Industrials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$919K 0.11%
7,811
+33
127
$909K 0.11%
36,722
-770
128
$906K 0.11%
3,724
+52
129
$900K 0.11%
24,070
-608
130
$879K 0.1%
+17,058
131
$870K 0.1%
7,902
+827
132
$867K 0.1%
5,044
-91
133
$864K 0.1%
21,312
+162
134
$842K 0.1%
25,530
+1,202
135
$836K 0.1%
6,339
+2,226
136
$829K 0.1%
3,658
+2,271
137
$825K 0.1%
13,827
-429
138
$824K 0.1%
27,676
-61
139
$815K 0.1%
9,520
-121
140
$807K 0.1%
20,602
+3,323
141
$806K 0.1%
16,112
+14
142
$803K 0.09%
16,113
+16
143
$784K 0.09%
36,227
+111
144
$783K 0.09%
51,635
-1,002
145
$779K 0.09%
18,654
-10,942
146
$776K 0.09%
2,593
+2
147
$775K 0.09%
25,472
-175
148
$771K 0.09%
10,983
+31
149
$762K 0.09%
8,176
-705
150
$753K 0.09%
12,789
+617
4 5
6
7 8