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JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.68B
1-Year Est. Return 22.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.83%
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
+$17.5M
2
+$13.4M
3
+$8.77M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$8.18M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$8.09M

Top Sells

1
+$15.8M
2
+$4.06M
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
– –
-6,702
207
– –
-5,567
208
– –
-17,161
209
– –
-8,123
210
– –
-12,843
211
– –
-54,405
212
– –
-11,376
213
– –
-4,111
214
– –
-49,885
215
– –
-12,366
216
– –
-11,605
217
– –
-5,928
218
– –
-7,011
219
– –
-14,162
220
– –
-19,828
221
– –
-24,567
222
– –
-23,234
223
– –
-9,444
224
– –
-7,478
225
– –
-20,105
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9
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