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
$393M
AUM Growth
+$57.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$14.2M
3
+$8.42M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$7.45M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.21M

Top Sells

1
+$19.5M
2
+$5.75M
3
+$4.89M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$3.92M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.92M

Sector Composition

1 Financials 6.8%
2 Technology 5.51%
3 Consumer Discretionary 4.48%
4 Healthcare 3.46%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27M 6.86%
499,244
+262,796
2
$26.8M 6.82%
221,203
-1,474
3
$19.2M 4.87%
495,416
-126,264
4
$16.8M 4.26%
+350,849
5
$15.5M 3.94%
537,752
-123,631
6
$13.7M 3.48%
702,052
-99
7
$10.4M 2.66%
215,947
+34,480
8
$8.48M 2.16%
71,460
-752
9
$8.43M 2.14%
454,350
-300
10
$8.42M 2.14%
+165,583
11
$7.67M 1.95%
140,173
+136,106
12
$6.83M 1.73%
530,723
-293
13
$6.68M 1.7%
80,979
+645
14
$6.23M 1.58%
173,380
+3,392
15
$5.51M 1.4%
217,933
+73,064
16
$5.23M 1.33%
653,360
+194,657
17
$5.21M 1.33%
+152,265
18
$4.89M 1.24%
35,122
+23,277
19
$4.87M 1.24%
70,390
+50,614
20
$4.85M 1.23%
36,951
-17,034
21
$4.77M 1.21%
237,641
+2,735
22
$4.61M 1.17%
70,781
-12,476
23
$4.58M 1.16%
87,303
-12,308
24
$4.45M 1.13%
63,599
-5,887
25
$3.72M 0.95%
26,207
+25
1
2 3 4 5