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
$315M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$7.33M
3
+$5.75M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.15M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$1.97M

Top Sells

1
+$22.7M
2
+$14.7M
3
+$6.37M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.39M
5
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$1.89M

Sector Composition

1 Consumer Discretionary 6.24%
2 Technology 5.3%
3 Healthcare 4.55%
4 Industrials 3.11%
5 Communication Services 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$291K 0.09%
3,136
-16
177
$291K 0.09%
6,569
+301
178
$287K 0.09%
16,180
179
$286K 0.09%
2,315
-576
180
$285K 0.09%
24,168
-642
181
$284K 0.09%
+1,073
182
$279K 0.09%
1,811
-83
183
$274K 0.09%
+5,514
184
$273K 0.09%
7,040
-3,514
185
$269K 0.09%
8,784
-924
186
$266K 0.08%
3,267
-2,950
187
$265K 0.08%
+2,407
188
$260K 0.08%
3,306
-82
189
$258K 0.08%
+2,471
190
$244K 0.08%
2,846
-21
191
$240K 0.08%
3,335
192
$238K 0.08%
+15,187
193
$232K 0.07%
2,715
-12,307
194
$232K 0.07%
+4,762
195
$231K 0.07%
6,972
+188
196
$227K 0.07%
+20,581
197
$226K 0.07%
8,851
-7,306
198
$225K 0.07%
4,380
-764
199
$222K 0.07%
6,166
200
$219K 0.07%
1,778
-9,099
6 7
8
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