JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.67B
1-Year Est. Return 22.71%
This Quarter Est. Return
1 Year Est. Return
+22.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.38B
AUM Growth
-$3.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$26.8M
3
+$20M
4
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$18.9M
5
MLPA icon
Global X MLP ETF
MLPA
+$11.7M

Top Sells

1
+$15.4M
2
+$14.5M
3
+$12.4M
4
EPRF icon
Innovator S&P Investment Grade Preferred ETF
EPRF
+$9.59M
5
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$5.72M

Sector Composition

1 Technology 14.06%
2 Consumer Discretionary 5.45%
3 Financials 4.67%
4 Communication Services 3.9%
5 Industrials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$613K 0.04%
3,726
-57
227
$613K 0.04%
4,308
-53
228
$604K 0.04%
13,229
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229
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$586K 0.04%
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231
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232
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233
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-369
234
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235
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236
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237
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2,093
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238
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4,400
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239
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7,059
240
$533K 0.04%
18,250
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241
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242
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243
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15,553
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244
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245
$508K 0.04%
6,219
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246
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247
$502K 0.04%
7,392
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248
$490K 0.04%
+19,558
249
$489K 0.04%
3,734
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250
$488K 0.04%
+6,070
8 9
10
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