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
$393M
AUM Growth
+$57.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$14.2M
3
+$8.42M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$7.45M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.21M

Top Sells

1
+$19.5M
2
+$5.75M
3
+$4.89M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$3.92M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.92M

Sector Composition

1 Financials 6.8%
2 Technology 5.51%
3 Consumer Discretionary 4.48%
4 Healthcare 3.46%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$442K 0.11%
4,943
+45
152
$441K 0.11%
17,952
-288
153
$439K 0.11%
5,431
+40
154
$439K 0.11%
22,942
+9,784
155
$438K 0.11%
15,877
-44
156
$438K 0.11%
8,318
-371,238
157
$435K 0.11%
12,356
+45
158
$434K 0.11%
7,039
+24
159
$428K 0.11%
18,677
+4,041
160
$427K 0.11%
33,260
-21,370
161
$420K 0.11%
5,024
-4
162
$417K 0.11%
3,633
163
$415K 0.11%
4,619
+703
164
$413K 0.11%
3,034
+768
165
$404K 0.1%
11,844
-24,756
166
$392K 0.1%
8,147
+97
167
$392K 0.1%
7,642
168
$383K 0.1%
3,419
+577
169
$380K 0.1%
9,111
170
$380K 0.1%
4,621
171
$379K 0.1%
6,552
172
$379K 0.1%
3,045
+160
173
$378K 0.1%
1,835
-2
174
$377K 0.1%
+7,263
175
$375K 0.1%
10,781
+65
5 6
7
8 9