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
276
$282K 0.03%
3,367
277
$280K 0.03%
3,047
-2,863
278
$279K 0.03%
+3,320
279
$279K 0.03%
+2,123
280
$278K 0.03%
2,845
281
$278K 0.03%
17,465
-765
282
$276K 0.03%
1,820
+7
283
$274K 0.03%
2,023
-1,211
284
$274K 0.03%
+13,705
285
$272K 0.03%
+1,334
286
$272K 0.03%
5,471
-348
287
$270K 0.03%
2,074
-618
288
$270K 0.03%
3,648
-652
289
$267K 0.03%
1,552
-982
290
$265K 0.03%
1,117
+34
291
$265K 0.03%
8,578
+5,608
292
$265K 0.03%
1,580
-8,805
293
$265K 0.03%
11,891
+428
294
$261K 0.03%
+9,257
295
$260K 0.03%
1,282
-693
296
$257K 0.03%
3,271
-465
297
$257K 0.03%
+5,582
298
$253K 0.03%
+985
299
$250K 0.03%
17,505
+95
300
$249K 0.03%
7,015
-22,365
10 11
12
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