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
251
$337K 0.04%
6,162
-1,242
252
$337K 0.04%
6,605
-2,193
253
$337K 0.04%
8,652
-145
254
$331K 0.04%
+8,224
255
$329K 0.04%
+1,743
256
$327K 0.04%
3,908
-2,186
257
$324K 0.04%
+14,713
258
$322K 0.04%
+4,042
259
$318K 0.04%
673
-183
260
$315K 0.04%
+6,710
261
$313K 0.04%
8,267
-12,739
262
$309K 0.04%
+17,059
263
$309K 0.04%
5,731
-665
264
$303K 0.04%
4,375
+19
265
$301K 0.04%
17,725
266
$300K 0.04%
2,688
+39
267
$299K 0.04%
+8,422
268
$299K 0.04%
+13,228
269
$295K 0.03%
3,845
-339
270
$294K 0.03%
2,729
-1,761
271
$293K 0.03%
+6,100
272
$290K 0.03%
8,483
+58
273
$287K 0.03%
+3,148
274
$287K 0.03%
5,186
-1,823
275
$286K 0.03%
+18,808
9 10
11
12 13