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
$424M
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.89M
3
+$5.67M
4
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$5.45M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$5.27M

Top Sells

1
+$1.19M
2
+$796K
3
+$770K
4
MKTX icon
MarketAxess Holdings
MKTX
+$734K
5
DIS icon
Walt Disney
DIS
+$720K

Sector Composition

1 Technology 7.38%
2 Financials 5.67%
3 Consumer Discretionary 5.64%
4 Healthcare 5.52%
5 Industrials 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$391K 0.09%
2,881
+63
202
$391K 0.09%
+4,656
203
$388K 0.09%
+7,038
204
$382K 0.09%
+3,545
205
$378K 0.09%
8,420
+96
206
$377K 0.09%
3,440
+748
207
$372K 0.09%
+9,419
208
$369K 0.09%
+4,437
209
$368K 0.09%
+4,761
210
$363K 0.09%
+4,117
211
$361K 0.09%
+12,586
212
$361K 0.09%
2,320
+61
213
$354K 0.08%
8,500
214
$352K 0.08%
+5,944
215
$345K 0.08%
+7,170
216
$345K 0.08%
+5,756
217
$343K 0.08%
+7,212
218
$343K 0.08%
+7,265
219
$342K 0.08%
+4,380
220
$341K 0.08%
+2,344
221
$339K 0.08%
+17,559
222
$331K 0.08%
+2,501
223
$328K 0.08%
2,298
+648
224
$324K 0.08%
+6,132
225
$323K 0.08%
5,073
+141
7 8
9
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