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
$844M
AUM Growth
-$5.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$4M
3
+$2.69M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.62M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.51M

Top Sells

1
+$3.49M
2
+$3.43M
3
+$1.37M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.32M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.27M

Sector Composition

1 Technology 10.14%
2 Consumer Discretionary 4.69%
3 Healthcare 4.01%
4 Financials 3.45%
5 Industrials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$425K 0.05%
3,973
+37
202
$419K 0.05%
5,620
-28
203
$415K 0.05%
5,744
+21
204
$411K 0.05%
8,991
+29
205
$408K 0.05%
10,568
+85
206
$407K 0.05%
8,380
+110
207
$405K 0.05%
10,309
208
$405K 0.05%
2,393
+245
209
$402K 0.05%
8,742
+1,090
210
$402K 0.05%
13,337
211
$393K 0.05%
+9,642
212
$392K 0.05%
+3,112
213
$390K 0.05%
5,103
+16
214
$386K 0.05%
9,273
-6
215
$382K 0.05%
35,023
+3,975
216
$381K 0.05%
9,805
+41
217
$380K 0.04%
19,076
-3,507
218
$379K 0.04%
10,565
219
$379K 0.04%
2,171
+1,010
220
$379K 0.04%
3,763
221
$375K 0.04%
+14,274
222
$370K 0.04%
4,755
+38
223
$369K 0.04%
9,249
224
$364K 0.04%
+31,188
225
$363K 0.04%
16,179
+34
7 8
9
10 11