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
$778M
AUM Growth
-$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$3M
3
+$2.42M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$2.4M
5
BUFT icon
FT Vest Buffered Allocation Defensive ETF
BUFT
+$1.08M

Top Sells

1
+$9.77M
2
+$9.44M
3
+$4.44M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.7M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.62M

Sector Composition

1 Technology 10.21%
2 Consumer Discretionary 5.57%
3 Healthcare 3.99%
4 Financials 3.36%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$614K 0.08%
165,048
+97,333
152
$612K 0.08%
15,874
+8,523
153
$608K 0.08%
4,097
-304
154
$600K 0.08%
+3,367
155
$591K 0.08%
16,161
-4,003
156
$590K 0.08%
19,030
-6,500
157
$590K 0.08%
9,843
+69
158
$589K 0.08%
17,317
-2,663
159
$585K 0.08%
18,123
+4,811
160
$581K 0.07%
21,125
-4,347
161
$569K 0.07%
18,053
-234
162
$563K 0.07%
34,803
-1,947
163
$557K 0.07%
3,377
-99
164
$551K 0.07%
3,030
+72
165
$544K 0.07%
6,455
+1,352
166
$539K 0.07%
17,901
+5,205
167
$527K 0.07%
4,678
-303
168
$526K 0.07%
2,502
+6
169
$524K 0.07%
18,009
+1,830
170
$513K 0.07%
7,417
+90
171
$507K 0.07%
4,109
-2,230
172
$504K 0.06%
24,189
+12,267
173
$504K 0.06%
32,348
174
$503K 0.06%
14,385
+12
175
$500K 0.06%
8,678
+32
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7
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