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
$256M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.3M
3
+$9.46M
4
REM icon
iShares Mortgage Real Estate ETF
REM
+$9.02M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$8.47M

Top Sells

1
+$6.35M
2
+$6.17M
3
+$3.65M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.4M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.38M

Sector Composition

1 Consumer Discretionary 5.48%
2 Technology 4.69%
3 Financials 3.75%
4 Industrials 3.36%
5 Healthcare 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$312K 0.12%
4,938
+11
152
$309K 0.12%
7,563
+12
153
$307K 0.12%
4,542
-12,054
154
$302K 0.12%
3,079
-1,579
155
$301K 0.12%
11,367
-4,471
156
$295K 0.12%
21,905
-31,375
157
$277K 0.11%
+3,133
158
$272K 0.11%
6,633
+105
159
$267K 0.1%
2,739
+6
160
$258K 0.1%
1,400
+193
161
$244K 0.1%
3,253
-4,918
162
$241K 0.09%
5,076
-3,476
163
$234K 0.09%
3,117
-27
164
$230K 0.09%
4,391
-161
165
$230K 0.09%
+10,542
166
$229K 0.09%
10,502
-106
167
$227K 0.09%
+4,710
168
$225K 0.09%
4,522
+30
169
$220K 0.09%
1,471
-10
170
$219K 0.09%
+3,864
171
$215K 0.08%
+6,941
172
$214K 0.08%
11,192
-48,348
173
$213K 0.08%
+2,453
174
$209K 0.08%
+3,773
175
$209K 0.08%
+1,681
5 6
7
8 9