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
251
$486K 0.04%
6,350
+130
252
$485K 0.04%
9,172
-238
253
$477K 0.03%
15,215
254
$477K 0.03%
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255
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256
$473K 0.03%
9,471
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257
$470K 0.03%
772
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258
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8,240
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259
$457K 0.03%
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260
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13,781
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262
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263
$429K 0.03%
4,502
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264
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265
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1,581
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267
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268
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$416K 0.03%
9,379
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270
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13,920
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271
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13,429
-1,588
272
$402K 0.03%
6,930
-508
273
$401K 0.03%
+923
274
$401K 0.03%
6,495
+155
275
$399K 0.03%
2,605
9 10
11
12 13