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
$393M
AUM Growth
+$57.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$14.2M
3
+$8.42M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$7.45M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.21M

Top Sells

1
+$19.5M
2
+$5.75M
3
+$4.89M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$3.92M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.92M

Sector Composition

1 Financials 6.8%
2 Technology 5.51%
3 Consumer Discretionary 4.48%
4 Healthcare 3.46%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$373K 0.09%
6,428
-680
177
$372K 0.09%
8,141
+46
178
$371K 0.09%
1,994
179
$368K 0.09%
12,915
-15
180
$368K 0.09%
+5,554
181
$364K 0.09%
8,220
+640
182
$363K 0.09%
4,917
+116
183
$362K 0.09%
1,520
184
$359K 0.09%
3,313
-1,014
185
$359K 0.09%
6,096
186
$357K 0.09%
4,350
+476
187
$355K 0.09%
+7,446
188
$354K 0.09%
8,340
+260
189
$353K 0.09%
8,251
+339
190
$345K 0.09%
5,905
+341
191
$341K 0.09%
2,869
+51
192
$337K 0.09%
+8,062
193
$333K 0.08%
14,051
194
$329K 0.08%
14,683
-11,260
195
$327K 0.08%
7,155
-936
196
$324K 0.08%
6,626
+1,139
197
$324K 0.08%
2,373
+36
198
$323K 0.08%
8,878
-368
199
$318K 0.08%
7,437
200
$317K 0.08%
6,160
6 7
8
9 10