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
276
$392K 0.03%
2,972
-2,224
277
$390K 0.03%
+10,763
278
$386K 0.03%
18,405
+1,028
279
$384K 0.03%
21,499
+6,440
280
$382K 0.03%
9,280
-583
281
$381K 0.03%
16,991
+443
282
$379K 0.03%
2,866
+71
283
$377K 0.03%
+3,640
284
$374K 0.03%
2,845
285
$366K 0.03%
2,687
-2,459
286
$365K 0.03%
2,971
+17
287
$363K 0.03%
4,200
+90
288
$362K 0.03%
302,000
+59,500
289
$362K 0.03%
+8,745
290
$358K 0.03%
704
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291
$356K 0.03%
2,264
-182
292
$352K 0.03%
3,118
293
$351K 0.03%
3,745
+195
294
$348K 0.03%
12,933
-872
295
$347K 0.03%
639
-185
296
$344K 0.03%
+6,434
297
$344K 0.02%
2,458
+615
298
$342K 0.02%
52,258
+11,569
299
$342K 0.02%
4,695
-2,655
300
$341K 0.02%
3,054
+877
10 11
12
13 14