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
$296M
AUM Growth
-$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.49M
3
+$1.47M
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$1.46M
5
GLW icon
Corning
GLW
+$1.15M

Top Sells

1
+$13.7M
2
+$8.32M
3
+$8.23M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.06M
5
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$4.56M

Sector Composition

1 Technology 8.29%
2 Consumer Discretionary 7.25%
3 Financials 5.62%
4 Healthcare 5.48%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$353K 0.12%
2,818
-51
152
$350K 0.12%
26,761
-10,859
153
$343K 0.12%
7,971
-91
154
$340K 0.12%
3,898
-721
155
$338K 0.11%
5,551
-877
156
$338K 0.11%
+3,818
157
$337K 0.11%
6,663
-13,553
158
$337K 0.11%
6,096
159
$335K 0.11%
+42,208
160
$335K 0.11%
+3,335
161
$335K 0.11%
5,748
+1,198
162
$333K 0.11%
2,618
-2,635
163
$332K 0.11%
4,536
-3,014
164
$332K 0.11%
3,068
-1,261
165
$324K 0.11%
+15,894
166
$321K 0.11%
+8,324
167
$320K 0.11%
+2,910
168
$319K 0.11%
+2,322
169
$316K 0.11%
+4,334
170
$312K 0.11%
8,908
-5,504
171
$308K 0.1%
+4,932
172
$308K 0.1%
+10,861
173
$304K 0.1%
+8,234
174
$302K 0.1%
+4,817
175
$299K 0.1%
+18,266
5 6
7
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