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
$542M
AUM Growth
+$87.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$16.7M
3
+$14.5M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$10.3M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$7.91M

Top Sells

1
+$14.4M
2
+$8.41M
3
+$6.58M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.71M
5
NARI
Inari Medical, Inc. Common Stock
NARI
+$5.42M

Sector Composition

1 Technology 9.26%
2 Healthcare 3.58%
3 Consumer Discretionary 2.91%
4 Communication Services 1.95%
5 Consumer Staples 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$330K 0.06%
+2,803
177
$330K 0.06%
15,259
-71,892
178
$328K 0.06%
+3,613
179
$328K 0.06%
+44,208
180
$321K 0.06%
+1,941
181
$319K 0.06%
723
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182
$316K 0.06%
7,423
+2,011
183
$315K 0.06%
7,518
-342,489
184
$310K 0.06%
+3,512
185
$310K 0.06%
1,410
+140
186
$309K 0.06%
3,600
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187
$301K 0.06%
+1,023
188
$299K 0.06%
893
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189
$296K 0.05%
14,803
-8,683
190
$296K 0.05%
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191
$292K 0.05%
20,810
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192
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193
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3,216
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194
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+1,426
195
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4,330
-22
196
$269K 0.05%
+702
197
$264K 0.05%
3,224
-11,419
198
$260K 0.05%
+9,267
199
$252K 0.05%
+4,814
200
$250K 0.05%
7,850
-12,425
6 7
8
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