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
$778M
AUM Growth
-$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$3M
3
+$2.42M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$2.4M
5
BUFT icon
FT Vest Buffered Allocation Defensive ETF
BUFT
+$1.08M

Top Sells

1
+$9.77M
2
+$9.44M
3
+$4.44M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.7M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.62M

Sector Composition

1 Technology 10.21%
2 Consumer Discretionary 5.57%
3 Healthcare 3.99%
4 Financials 3.36%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$409K 0.05%
7,278
-852
202
$408K 0.05%
24,143
+280
203
$407K 0.05%
+14,769
204
$405K 0.05%
2,701
-101
205
$404K 0.05%
5,434
+679
206
$402K 0.05%
14,844
207
$402K 0.05%
+25,780
208
$399K 0.05%
3,108
-355
209
$399K 0.05%
4,948
-672
210
$397K 0.05%
2,980
-132
211
$397K 0.05%
3,973
212
$390K 0.05%
14,252
+2,046
213
$390K 0.05%
2,367
-26
214
$390K 0.05%
21,533
+2,457
215
$386K 0.05%
2,325
-991
216
$385K 0.05%
5,766
+22
217
$382K 0.05%
9,164
+422
218
$379K 0.05%
8,991
219
$378K 0.05%
10,648
+80
220
$377K 0.05%
2,624
-337
221
$375K 0.05%
8,440
+60
222
$372K 0.05%
23,577
-1,180
223
$367K 0.05%
1,332
+58
224
$367K 0.05%
9,729
+480
225
$362K 0.05%
10,565
7 8
9
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