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
$315M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$7.33M
3
+$5.75M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.15M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$1.97M

Top Sells

1
+$22.7M
2
+$14.7M
3
+$6.37M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.39M
5
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$1.89M

Sector Composition

1 Consumer Discretionary 6.24%
2 Technology 5.3%
3 Healthcare 4.55%
4 Industrials 3.11%
5 Communication Services 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$218K 0.07%
+2,640
202
$215K 0.07%
3,826
-3,024
203
$214K 0.07%
+5,912
204
$211K 0.07%
+39,680
205
$210K 0.07%
4,523
206
$210K 0.07%
+4,732
207
$209K 0.07%
+4,050
208
$204K 0.06%
2,294
-75
209
$204K 0.06%
+6,867
210
$203K 0.06%
2,514
+12
211
$199K 0.06%
+10,068
212
$187K 0.06%
+11,030
213
$180K 0.06%
13,671
214
$177K 0.06%
+14,347
215
$121K 0.04%
24,136
+46
216
$111K 0.04%
10,465
+7
217
$13K ﹤0.01%
28,754
-300
218
– –
-3,267
219
– –
-2,485
220
– –
-3,645
221
– –
-10,128
222
– –
-407,253
223
– –
-5,433
224
– –
-5,205
225
– –
-6,057
7 8
9
10 11