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
$296M
AUM Growth
-$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.49M
3
+$1.47M
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$1.46M
5
GLW icon
Corning
GLW
+$1.15M

Top Sells

1
+$13.7M
2
+$8.32M
3
+$8.23M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.06M
5
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$4.56M

Sector Composition

1 Technology 8.29%
2 Consumer Discretionary 7.25%
3 Financials 5.62%
4 Healthcare 5.48%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$295K 0.1%
2,692
-621
177
$293K 0.1%
4,381
-130
178
$293K 0.1%
8,560
-29,612
179
$293K 0.1%
+2,802
180
$292K 0.1%
+16,787
181
$291K 0.1%
1,656
-338
182
$290K 0.1%
+3,038
183
$289K 0.1%
63,331
-59,758
184
$285K 0.1%
1,495
-2,137
185
$284K 0.1%
7,692
-1,186
186
$282K 0.1%
+4,452
187
$280K 0.09%
3,042
-130
188
$278K 0.09%
7,220
-10,155
189
$277K 0.09%
5,186
-10,599
190
$276K 0.09%
+4,514
191
$274K 0.09%
3,678
-412
192
$269K 0.09%
22,716
-4,687
193
$256K 0.09%
+1,137
194
$255K 0.09%
+1,413
195
$246K 0.08%
5,005
-1,621
196
$243K 0.08%
4,429
-3,889
197
$240K 0.08%
1,650
-1,384
198
$237K 0.08%
1,480
-1,487
199
$236K 0.08%
+56,953
200
$234K 0.08%
6,024
-1,465
6 7
8
9 10