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
$393M
AUM Growth
+$57.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$14.2M
3
+$8.42M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$7.45M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.21M

Top Sells

1
+$19.5M
2
+$5.75M
3
+$4.89M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$3.92M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.92M

Sector Composition

1 Financials 6.8%
2 Technology 5.51%
3 Consumer Discretionary 4.48%
4 Healthcare 3.46%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$316K 0.08%
+20,352
202
$315K 0.08%
27,403
-10,690
203
$309K 0.08%
2,335
-625
204
$306K 0.08%
6,098
-9
205
$303K 0.08%
+6,161
206
$295K 0.08%
+5,303
207
$292K 0.07%
4,090
-236
208
$289K 0.07%
3,172
+424
209
$286K 0.07%
9,674
+1,580
210
$284K 0.07%
5,335
+1,597
211
$282K 0.07%
7,489
+481
212
$282K 0.07%
+4,511
213
$281K 0.07%
3,414
-14
214
$276K 0.07%
11,472
215
$274K 0.07%
8,930
+2,136
216
$269K 0.07%
20,077
+5,613
217
$268K 0.07%
+4,054
218
$263K 0.07%
+2,958
219
$263K 0.07%
17,317
+2,823
220
$263K 0.07%
8,096
-1,133
221
$259K 0.07%
+3,364
222
$257K 0.07%
+2,146
223
$257K 0.07%
+8,500
224
$245K 0.06%
+3,073
225
$243K 0.06%
4,550
+68
7 8
9
10 11