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
$948M
AUM Growth
+$67.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$3.86M
3
+$3.61M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$2.96M
5
PFLD icon
AAM Low Duration Preferred and Income Securities ETF
PFLD
+$2.1M

Top Sells

1
+$3.36M
2
+$3.01M
3
+$2.82M
4
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$2.7M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.59M

Sector Composition

1 Technology 13.51%
2 Consumer Discretionary 5.83%
3 Healthcare 3.85%
4 Financials 3.52%
5 Industrials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$609K 0.06%
+8,521
177
$608K 0.06%
+13,322
178
$598K 0.06%
31,836
+2,154
179
$589K 0.06%
+15,749
180
$587K 0.06%
5,924
+113
181
$586K 0.06%
6,655
+2,833
182
$580K 0.06%
9,332
-40
183
$571K 0.06%
14,554
-6,739
184
$556K 0.06%
8,335
-1,863
185
$552K 0.06%
2,949
+534
186
$551K 0.06%
4,836
-335
187
$551K 0.06%
2,971
-91
188
$548K 0.06%
38,245
+15,231
189
$547K 0.06%
2,424
+227
190
$544K 0.06%
6,880
+20
191
$540K 0.06%
4,537
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192
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4,096
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193
$539K 0.06%
7,389
+18
194
$537K 0.06%
2,542
+244
195
$531K 0.06%
2,143
+7
196
$531K 0.06%
29,458
-2,374
197
$526K 0.06%
4,091
-134
198
$508K 0.05%
+18,371
199
$504K 0.05%
20,147
-2,603
200
$503K 0.05%
5,473
-294
6 7
8
9 10