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
$849M
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$10.1M
3
+$9.99M
4
AMLP icon
Alerian MLP ETF
AMLP
+$9.18M
5
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$8.87M

Top Sells

1
+$10.2M
2
+$9.09M
3
+$8.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.89M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$7.8M

Sector Composition

1 Technology 9.32%
2 Consumer Discretionary 4.89%
3 Healthcare 4.16%
4 Communication Services 3.28%
5 Financials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$408K 0.05%
+2,981
227
$398K 0.05%
9,603
+72
228
$395K 0.05%
+5,432
229
$392K 0.05%
1,709
-195
230
$386K 0.05%
+19,167
231
$384K 0.05%
+1,740
232
$384K 0.05%
+4,170
233
$383K 0.05%
6,489
+2,467
234
$380K 0.04%
6,674
-2,312
235
$376K 0.04%
1,855
+30
236
$376K 0.04%
11,750
+2
237
$375K 0.04%
+41,482
238
$374K 0.04%
3,695
+192
239
$372K 0.04%
2,638
-217
240
$361K 0.04%
1,025
+122
241
$357K 0.04%
5,878
-3,423
242
$356K 0.04%
+2,333
243
$356K 0.04%
+3,726
244
$353K 0.04%
6,785
+856
245
$341K 0.04%
5,240
-1,130
246
$341K 0.04%
+1,082
247
$340K 0.04%
+5,200
248
$339K 0.04%
18,649
+253
249
$339K 0.04%
2,502
+370
250
$338K 0.04%
12,806
8 9
10
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