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
$1.06B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.74M
3
+$7.82M
4
JVAL icon
JPMorgan US Value Factor ETF
JVAL
+$6.86M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$5.03M

Top Sells

1
+$9.22M
2
+$1.74M
3
+$1.25M
4
ARKK icon
ARK Innovation ETF
ARKK
+$1.2M
5
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$1.18M

Sector Composition

1 Technology 10.71%
2 Consumer Discretionary 4.74%
3 Financials 3.67%
4 Healthcare 3.56%
5 Communication Services 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$881K 0.08%
11,803
+228
152
$869K 0.08%
+6,998
153
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+19,838
154
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3,760
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155
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6,974
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156
$852K 0.08%
4,958
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157
$849K 0.08%
10,493
+1,221
158
$847K 0.08%
18,705
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159
$845K 0.08%
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160
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161
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17,304
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162
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9,385
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163
$807K 0.08%
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164
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165
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166
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169
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25,238
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170
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15,776
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171
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5,216
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14,346
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173
$743K 0.07%
34,135
+3,872
174
$741K 0.07%
27,649
-9,462
175
$732K 0.07%
7,281
+5,438
5 6
7
8 9