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
351
$259K 0.02%
16,130
-620
352
$258K 0.02%
5,135
+307
353
$258K 0.02%
+11,829
354
$254K 0.02%
2,432
-179
355
$254K 0.02%
933
+271
356
$251K 0.02%
5,098
+52
357
$247K 0.02%
+4,804
358
$247K 0.02%
5,666
+45
359
$247K 0.02%
+872
360
$246K 0.02%
+2,166
361
$246K 0.02%
17,382
-3,815
362
$245K 0.02%
+2,317
363
$245K 0.02%
+1,210
364
$243K 0.02%
21,784
-690
365
$242K 0.02%
394
-10
366
$235K 0.02%
3,604
-5,942
367
$234K 0.02%
2,722
368
$233K 0.02%
8,121
+8
369
$232K 0.02%
1,816
+1
370
$231K 0.02%
+7,594
371
$231K 0.02%
5,365
+126
372
$231K 0.02%
+2,066
373
$229K 0.02%
+7,600
374
$228K 0.02%
+489
375
$225K 0.02%
8,158
+42
13 14
15
16 17