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
$331M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$13.6M
3
+$11M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$4.65M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.31M

Top Sells

1
+$11.2M
2
+$10.5M
3
+$8.08M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$7.18M
5
IYF icon
iShares US Financials ETF
IYF
+$5.84M

Sector Composition

1 Consumer Discretionary 7.02%
2 Healthcare 5.4%
3 Technology 5.35%
4 Financials 3.25%
5 Consumer Staples 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$331K 0.1%
6,482
-917
152
$330K 0.1%
4,027
+7
153
$328K 0.1%
7,598
-95
154
$322K 0.1%
+3,787
155
$321K 0.1%
1,342
-120
156
$319K 0.1%
14,044
-9,002
157
$317K 0.1%
8,768
-125
158
$315K 0.1%
12,785
+1,229
159
$309K 0.09%
3,966
-44
160
$307K 0.09%
57,360
-20,865
161
$307K 0.09%
+6,995
162
$303K 0.09%
6,841
-1,871
163
$300K 0.09%
+7,926
164
$300K 0.09%
9,500
+1,000
165
$298K 0.09%
10,835
-1,094
166
$292K 0.09%
3,519
+145
167
$291K 0.09%
+5,419
168
$289K 0.09%
1,728
-2,532
169
$283K 0.09%
+20,630
170
$277K 0.08%
+1,529
171
$274K 0.08%
8,392
-154
172
$273K 0.08%
+3,278
173
$270K 0.08%
2,616
-601
174
$265K 0.08%
6,526
-160
175
$261K 0.08%
+7,380
5 6
7
8 9