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
$844M
AUM Growth
-$5.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$4M
3
+$2.69M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.62M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.51M

Top Sells

1
+$3.49M
2
+$3.43M
3
+$1.37M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.32M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.27M

Sector Composition

1 Technology 10.14%
2 Consumer Discretionary 4.69%
3 Healthcare 4.01%
4 Financials 3.45%
5 Industrials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$745K 0.09%
5,145
-2,996
152
$745K 0.09%
5,195
+21
153
$726K 0.09%
7,140
+38
154
$720K 0.09%
54,190
+21,774
155
$703K 0.08%
+19,980
156
$695K 0.08%
20,164
-5,733
157
$695K 0.08%
39,804
+17,419
158
$674K 0.08%
12,231
+1,412
159
$673K 0.08%
6,124
-946
160
$673K 0.08%
4,981
-2
161
$663K 0.08%
36,750
+1,219
162
$635K 0.08%
9,774
+39
163
$627K 0.07%
18,287
+8,908
164
$622K 0.07%
4,401
-2,571
165
$608K 0.07%
2,727
+203
166
$588K 0.07%
1,981
+1,153
167
$586K 0.07%
3,476
+924
168
$585K 0.07%
7,327
+23
169
$581K 0.07%
2,958
-115
170
$566K 0.07%
17,643
-56
171
$565K 0.07%
5,890
-120
172
$546K 0.06%
4,310
+614
173
$546K 0.06%
2,496
+5
174
$544K 0.06%
32,348
175
$541K 0.06%
997
+5
5 6
7
8 9