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
326
$216K 0.03%
+3,966
327
$215K 0.03%
+12,270
328
$213K 0.03%
+2,544
329
$213K 0.03%
+5,775
330
$212K 0.03%
+3,089
331
$211K 0.02%
+3,582
332
$210K 0.02%
+2,845
333
$209K 0.02%
+2,644
334
$208K 0.02%
+340
335
$208K 0.02%
+1,132
336
$206K 0.02%
+4,659
337
$206K 0.02%
+3,726
338
$205K 0.02%
48,893
+5,722
339
$204K 0.02%
10,292
-557
340
$202K 0.02%
+1,343
341
$202K 0.02%
+912
342
$201K 0.02%
+7,979
343
$190K 0.02%
401
-4
344
$189K 0.02%
16,365
-4,600
345
$170K 0.02%
+13,861
346
$168K 0.02%
+1,130
347
$142K 0.02%
18,464
+8,364
348
$130K 0.02%
30,076
-7,799
349
$120K 0.01%
10,253
+28
350
$116K 0.01%
+2,892
12 13
14
15 16