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
$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 4.17%
4 Communication Services 3.28%
5 Financials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$116K 0.01%
+12,142
352
$115K 0.01%
+11,199
353
$113K 0.01%
1,650
354
$97K 0.01%
+10,000
355
$89K 0.01%
12,675
356
$85K 0.01%
+6
357
$70K 0.01%
7,538
+1,274
358
$67K 0.01%
+3,000
359
$55K 0.01%
16,589
+700
360
$41K ﹤0.01%
+10,311
361
$32K ﹤0.01%
20,500
362
$25K ﹤0.01%
14,250
363
$24K ﹤0.01%
11,000
364
– –
-17,185
365
– –
-12,107
366
– –
-9,293
367
– –
-4,324
368
– –
-9,102
369
– –
-11,885
370
– –
-35,428
371
– –
-1,369
372
– –
-9,919
373
– –
-5,723
374
– –
-15,470
375
– –
-4,450
12 13 14
15
16