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
$778M
AUM Growth
-$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$3M
3
+$2.42M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$2.4M
5
BUFT icon
FT Vest Buffered Allocation Defensive ETF
BUFT
+$1.08M

Top Sells

1
+$9.77M
2
+$9.44M
3
+$4.44M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.7M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.62M

Sector Composition

1 Technology 10.21%
2 Consumer Discretionary 5.57%
3 Healthcare 3.99%
4 Financials 3.36%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$824K 0.11%
27,602
-74
127
$809K 0.1%
16,177
+65
128
$808K 0.1%
6,977
-1,199
129
$805K 0.1%
16,196
+83
130
$772K 0.1%
5,750
-3,130
131
$769K 0.1%
6,997
-10,113
132
$765K 0.1%
5,325
+180
133
$752K 0.1%
+30,273
134
$741K 0.1%
36,153
-74
135
$734K 0.09%
31,865
-424,275
136
$733K 0.09%
33,081
-40,974
137
$729K 0.09%
11,023
+40
138
$728K 0.09%
42,473
-22,094
139
$715K 0.09%
49,482
-2,153
140
$703K 0.09%
4,741
-303
141
$687K 0.09%
7,500
+5,304
142
$685K 0.09%
15,030
-40,559
143
$681K 0.09%
7,174
+34
144
$672K 0.09%
6,107
-1,795
145
$670K 0.09%
12,716
-73
146
$630K 0.08%
4,664
-531
147
$624K 0.08%
39,826
+22
148
$619K 0.08%
11,239
-7,387
149
$618K 0.08%
24,359
-8,286
150
$614K 0.08%
2,095
+114
4 5
6
7 8