JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.71B
1-Year Est. Return 20.28%
This Quarter Est. Return
1 Year Est. Return
+20.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$450M
AUM Growth
+$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$12.3M
3
+$7.71M
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$7.27M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$4.36M

Top Sells

1
+$17.8M
2
+$13.1M
3
+$10.9M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$6.43M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.68M

Sector Composition

1 Technology 6.31%
2 Healthcare 2.99%
3 Consumer Discretionary 2.89%
4 Financials 2.71%
5 Communication Services 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
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