JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.71B
1-Year Est. Return 20.28%
This Quarter Est. Return
1 Year Est. Return
+20.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$454M
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$17.7M
3
+$8.76M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$8.53M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$8.23M

Top Sells

1
+$15.8M
2
+$5.41M
3
+$3.47M
4
MBB icon
iShares MBS ETF
MBB
+$2.57M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.65M

Sector Composition

1 Technology 8.93%
2 Healthcare 4.87%
3 Consumer Discretionary 1.94%
4 Communication Services 1.58%
5 Financials 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$19K ﹤0.01%
1,542
-53
202
$17K ﹤0.01%
+59
203
$17K ﹤0.01%
+275
204
$16K ﹤0.01%
+10,241
205
$1K ﹤0.01%
12,547
-5,297
206
– –
-54,405
207
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-11,376
208
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-4,111
209
– –
-49,885
210
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-12,366
211
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-11,605
212
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-5,928
213
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-7,011
214
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-14,162
215
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-19,828
216
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-24,567
217
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-23,234
218
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-9,444
219
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-7,478
220
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-20,105
221
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-13,404
222
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-8,419
223
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-127,751
224
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-3,610
225
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-1,858
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