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
$844M
AUM Growth
-$5.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$4M
3
+$2.69M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.62M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.51M

Top Sells

1
+$3.49M
2
+$3.43M
3
+$1.37M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.32M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.27M

Sector Composition

1 Technology 10.14%
2 Consumer Discretionary 4.69%
3 Healthcare 4.01%
4 Financials 3.45%
5 Industrials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$526K 0.06%
25,584
-77
177
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8,646
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181
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186
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187
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188
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198
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26,135
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199
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200
$428K 0.05%
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