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
301
$248K 0.03%
1,595
-79
302
$247K 0.03%
3,978
-297
303
$245K 0.03%
939
-60
304
$240K 0.03%
+3,246
305
$240K 0.03%
+3,109
306
$239K 0.03%
2,971
-1,916
307
$237K 0.03%
+1,430
308
$236K 0.03%
+4,895
309
$236K 0.03%
+13,026
310
$235K 0.03%
4,257
311
$233K 0.03%
3,108
312
$233K 0.03%
3,735
-14,024
313
$231K 0.03%
618
-27
314
$231K 0.03%
+1,602
315
$229K 0.03%
7,043
-38,439
316
$229K 0.03%
+2,466
317
$228K 0.03%
+11,100
318
$227K 0.03%
+1,610
319
$227K 0.03%
8,478
+9
320
$224K 0.03%
+1,301
321
$224K 0.03%
+635
322
$223K 0.03%
5,025
-955
323
$220K 0.03%
+3,672
324
$219K 0.03%
1,159
-797
325
$219K 0.03%
+437
11 12
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