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
$446M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$14.9M
3
+$13.6M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$10.4M
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$8.19M

Top Sells

1
+$6.31M
2
+$3.68M
3
+$3.67M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$3.62M
5
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$2.75M

Sector Composition

1 Technology 7.04%
2 Financials 5.78%
3 Consumer Discretionary 4.8%
4 Healthcare 4.08%
5 Industrials 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$411K 0.09%
+6,399
202
$410K 0.09%
+9,229
203
$410K 0.09%
13,899
-20,086
204
$410K 0.09%
+5,259
205
$408K 0.09%
13,286
+6,384
206
$408K 0.09%
+2,012
207
$404K 0.09%
+3,745
208
$404K 0.09%
+15,312
209
$401K 0.09%
1,671
+752
210
$400K 0.09%
+21,511
211
$398K 0.09%
+3,703
212
$398K 0.09%
1,862
-1,410
213
$398K 0.09%
+7,406
214
$396K 0.09%
+4,710
215
$392K 0.09%
4,906
-1,710
216
$391K 0.09%
+3,093
217
$389K 0.09%
+8,065
218
$388K 0.09%
9,210
-320
219
$384K 0.09%
+2,226
220
$382K 0.09%
8,352
-1,404
221
$377K 0.08%
+2,351
222
$366K 0.08%
2,499
+264
223
$365K 0.08%
+13,677
224
$364K 0.08%
14,885
+585
225
$360K 0.08%
+6,841
7 8
9
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