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
$308M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$11M
3
+$7.61M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.03M
5
SBNY
Signature Bank
SBNY
+$1.71M

Top Sells

1
+$3.3M
2
+$3.17M
3
+$1.81M
4
CMG icon
Chipotle Mexican Grill
CMG
+$1.69M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$1.44M

Sector Composition

1 Consumer Discretionary 5.46%
2 Industrials 3.66%
3 Healthcare 3.47%
4 Communication Services 3.46%
5 Technology 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
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