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
$542M
AUM Growth
+$87.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$16.7M
3
+$14.5M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$10.3M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$7.91M

Top Sells

1
+$14.4M
2
+$8.41M
3
+$6.58M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.71M
5
NARI
Inari Medical, Inc. Common Stock
NARI
+$5.42M

Sector Composition

1 Technology 9.26%
2 Healthcare 3.58%
3 Consumer Discretionary 2.91%
4 Communication Services 1.95%
5 Consumer Staples 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$431K 0.08%
+1,714
152
$429K 0.08%
+7,824
153
$429K 0.08%
16,579
-7,625
154
$417K 0.08%
+12,090
155
$417K 0.08%
+30,738
156
$410K 0.08%
4,118
-80
157
$406K 0.08%
7,017
-46
158
$400K 0.07%
5,560
+61
159
$396K 0.07%
2,654
+277
160
$392K 0.07%
7,848
-1,050
161
$390K 0.07%
+780
162
$389K 0.07%
7,458
-153
163
$388K 0.07%
18,029
+1,707
164
$385K 0.07%
6,656
-7,644
165
$379K 0.07%
+3,430
166
$371K 0.07%
8,055
-7,067
167
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5,149
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168
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169
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+11,242
170
$364K 0.07%
4,054
171
$363K 0.07%
6,029
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172
$343K 0.06%
18,299
173
$335K 0.06%
8,819
+712
174
$335K 0.06%
11,622
+4,014
175
$332K 0.06%
10,227
-832
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7
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