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
$849M
AUM Growth
-$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$20.3M
3
+$13.7M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$12M

Top Sells

1
+$17.7M
2
+$16.2M
3
+$12.6M
4
FPEI icon
First Trust Institutional Preferred Securities and Income ETF
FPEI
+$11.6M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$10.6M

Sector Composition

1 Technology 10.01%
2 Consumer Discretionary 4.28%
3 Healthcare 3.87%
4 Financials 3.39%
5 Consumer Staples 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$534K 0.06%
+12,409
177
$531K 0.06%
25,661
-645
178
$528K 0.06%
8,043
+55
179
$523K 0.06%
+7,241
180
$521K 0.06%
992
-11
181
$509K 0.06%
+9,878
182
$505K 0.06%
+26,827
183
$497K 0.06%
+27,623
184
$497K 0.06%
+11,320
185
$494K 0.06%
1,271
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186
$492K 0.06%
9,591
+463
187
$484K 0.06%
1,973
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188
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8,270
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189
$471K 0.06%
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190
$471K 0.06%
+32,416
191
$468K 0.06%
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193
$464K 0.05%
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194
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195
$460K 0.05%
15,591
-17,031
196
$459K 0.05%
3,604
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197
$458K 0.05%
26,205
-409
198
$457K 0.05%
8,145
-400
199
$451K 0.05%
22,583
-2,117
200
$450K 0.05%
+9,287
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