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
326
$297K 0.02%
580
+1
327
$295K 0.02%
+3,221
328
$294K 0.02%
3,051
329
$291K 0.02%
7,470
-163
330
$287K 0.02%
2,163
+232
331
$287K 0.02%
9,660
-4,373
332
$287K 0.02%
5,600
333
$283K 0.02%
2,107
+412
334
$282K 0.02%
61
-4
335
$274K 0.02%
+1,653
336
$273K 0.02%
815
+2
337
$272K 0.02%
+13,604
338
$269K 0.02%
2,524
+10
339
$267K 0.02%
+10,961
340
$267K 0.02%
2,772
+8
341
$266K 0.02%
+7,062
342
$265K 0.02%
+11,594
343
$265K 0.02%
4,775
344
$265K 0.02%
1,155
+5
345
$263K 0.02%
+12,933
346
$263K 0.02%
+2,266
347
$263K 0.02%
+2,760
348
$262K 0.02%
4,051
+194
349
$261K 0.02%
1,528
350
$260K 0.02%
+13,239
12 13
14
15 16