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
$454M
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$17.7M
3
+$8.76M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$8.53M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$8.23M

Top Sells

1
+$15.8M
2
+$5.41M
3
+$3.47M
4
MBB icon
iShares MBS ETF
MBB
+$2.57M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.65M

Sector Composition

1 Technology 8.93%
2 Healthcare 4.87%
3 Consumer Discretionary 1.94%
4 Communication Services 1.58%
5 Financials 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$266K 0.06%
+3,373
177
$262K 0.06%
+8,550
178
$259K 0.06%
4,730
+5
179
$258K 0.06%
+4,744
180
$255K 0.06%
4,297
-4,541
181
$253K 0.06%
+819
182
$251K 0.06%
1,076
-15
183
$237K 0.05%
+4,762
184
$236K 0.05%
1,384
-1,133
185
$234K 0.05%
+1,270
186
$233K 0.05%
+1,735
187
$232K 0.05%
10,500
188
$230K 0.05%
5,324
-15,321
189
$228K 0.05%
+4,127
190
$225K 0.05%
8,487
-38,272
191
$222K 0.05%
+5,412
192
$221K 0.05%
+7,608
193
$218K 0.05%
+2,845
194
$217K 0.05%
2,955
-150
195
$200K 0.04%
+12,844
196
$200K 0.04%
6,341
-8,087
197
$130K 0.03%
+11,476
198
$113K 0.02%
1,183
+2
199
$75K 0.02%
+9,255
200
$44K 0.01%
+2,404
6 7
8
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