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
$463M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1.43M
3
+$1.3M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.2M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$1.1M

Top Sells

1
+$1.27M
2
+$558K
3
+$520K
4
TDOC icon
Teladoc Health
TDOC
+$483K
5
NHI icon
National Health Investors
NHI
+$477K

Sector Composition

1 Technology 4.85%
2 Financials 3.12%
3 Healthcare 2.07%
4 Consumer Discretionary 2.02%
5 Communication Services 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$355K 0.08%
6,006
-452
152
$354K 0.08%
+3,734
153
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154
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155
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156
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157
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158
$327K 0.07%
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161
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162
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165
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166
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169
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170
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171
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172
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3,126
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173
$281K 0.06%
4,658
+176
174
$277K 0.06%
6,556
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175
$277K 0.06%
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7
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