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
$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
1
$44.4M 9.79%
640,046
-19,403
2
$33.6M 7.41%
214,735
-2,835
3
$28.6M 6.31%
+350,007
4
$23.1M 5.09%
253,264
+2,788
5
$22.1M 4.88%
154,847
+15,244
6
$20.8M 4.59%
601,083
+237,474
7
$20.6M 4.53%
1,664,634
+56,460
8
$19.4M 4.27%
157,395
+144,047
9
$15.4M 3.4%
537,459
+297,349
10
$10.9M 2.41%
892,284
-13,116
11
$9.29M 2.05%
83,887
+79,120
12
$8.26M 1.82%
61,373
+55,389
13
$7.08M 1.56%
34,765
+3,785
14
$6.9M 1.52%
40,206
+772
15
$6.13M 1.35%
83,115
-1,637
16
$5.42M 1.19%
+111,896
17
$5.36M 1.18%
17,308
+3,502
18
$4.68M 1.03%
28,568
+18,921
19
$4.31M 0.95%
31,260
+480
20
$4.24M 0.93%
25,349
+15,950
21
$4.16M 0.92%
55,867
+9,552
22
$4.06M 0.89%
+35,165
23
$3.62M 0.8%
44,885
-1,102
24
$3.38M 0.74%
41,588
-19,535
25
$3.14M 0.69%
+57,208
1
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