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
$454M
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$17.7M
3
+$8.76M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$8.53M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$8.23M

Top Sells

1
+$15.8M
2
+$5.41M
3
+$3.47M
4
MBB icon
iShares MBS ETF
MBB
+$2.57M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.65M

Sector Composition

1 Technology 8.93%
2 Healthcare 4.87%
3 Consumer Discretionary 1.94%
4 Communication Services 1.58%
5 Financials 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$387K 0.09%
1,312
+268
152
$387K 0.09%
4,198
-139
153
$373K 0.08%
16,322
+490
154
$368K 0.08%
+10,072
155
$367K 0.08%
6,665
-2,607
156
$360K 0.08%
+12,930
157
$358K 0.08%
2,181
-366
158
$346K 0.08%
7,558
-2,086
159
$344K 0.08%
17,253
-3,413
160
$340K 0.07%
11,059
+1,513
161
$338K 0.07%
12,521
-4,294
162
$337K 0.07%
+4,054
163
$333K 0.07%
11,914
-29,634
164
$325K 0.07%
18,299
+1,876
165
$322K 0.07%
+17,943
166
$316K 0.07%
2,595
+403
167
$301K 0.07%
+2,377
168
$299K 0.07%
5,229
-6,595
169
$296K 0.07%
8,107
-16
170
$293K 0.06%
+17,749
171
$289K 0.06%
2,183
+165
172
$289K 0.06%
4,768
-8,845
173
$270K 0.06%
+37,492
174
$269K 0.06%
+4,352
175
$266K 0.06%
734
-284
5 6
7
8 9