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
301
$340K 0.02%
53,829
+9,991
302
$339K 0.02%
1,108
-5
303
$339K 0.02%
6,660
+1,133
304
$339K 0.02%
6,796
-2
305
$336K 0.02%
1,450
+162
306
$334K 0.02%
17,554
+171
307
$333K 0.02%
1,521
+69
308
$333K 0.02%
15,312
+3
309
$332K 0.02%
5,639
-396
310
$331K 0.02%
+5,506
311
$330K 0.02%
4,071
+1
312
$321K 0.02%
+1,550
313
$320K 0.02%
8,556
+2,377
314
$318K 0.02%
4,430
+99
315
$317K 0.02%
3,175
+232
316
$315K 0.02%
+8,551
317
$313K 0.02%
6,309
+223
318
$312K 0.02%
+4,939
319
$310K 0.02%
8,410
+169
320
$309K 0.02%
1,399
+5
321
$309K 0.02%
3,395
322
$308K 0.02%
1,717
+86
323
$308K 0.02%
+11,837
324
$307K 0.02%
3,373
+102
325
$299K 0.02%
19,614
-268
11 12
13
14 15