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JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.68B
1-Year Est. Return 22.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$256M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$11.3M
3
+$9.49M
4
REM icon
iShares Mortgage Real Estate ETF
REM
+$9.06M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$8.54M

Top Sells

1
+$6.25M
2
+$6.17M
3
+$3.51M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.38M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.34M

Sector Composition

1 Consumer Discretionary 5.48%
2 Technology 4.69%
3 Financials 3.75%
4 Industrials 3.36%
5 Healthcare 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$209K 0.08%
4,444
+221
177
$208K 0.08%
1,889
-1,119
178
$207K 0.08%
4,091
-6,295
179
$206K 0.08%
4,340
+18
180
$205K 0.08%
+8,932
181
$205K 0.08%
5,295
182
$187K 0.07%
1,000
183
$70K 0.03%
+22,000
184
– –
-6,301
185
– –
-2,758
186
– –
-12,503
187
– –
-33,394
188
– –
-25,064
189
– –
-49,451
190
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-8,592
191
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-19,210
192
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-15,307
193
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-3,988
194
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-28,310
195
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-2,489
196
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-11,537
197
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-3,336
198
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-3,286
199
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-40,602
200
– –
-3,101
6 7
8
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