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
376
$224K 0.02%
1,450
+12
377
$221K 0.02%
+709
378
$221K 0.02%
32,983
+6,700
379
$219K 0.02%
989
+28
380
$217K 0.02%
1,101
+77
381
$216K 0.02%
10,897
-249
382
$216K 0.02%
+1,792
383
$215K 0.02%
+3,463
384
$213K 0.02%
4,615
+2
385
$213K 0.02%
1,056
-1
386
$212K 0.02%
+569
387
$211K 0.02%
829
+51
388
$208K 0.02%
+2,236
389
$206K 0.02%
+8,126
390
$206K 0.02%
7,007
+23
391
$204K 0.01%
+822
392
$203K 0.01%
+1,646
393
$202K 0.01%
+4,405
394
$202K 0.01%
+26,001
395
$200K 0.01%
+4,889
396
$193K 0.01%
+14,255
397
$152K 0.01%
+20,087
398
$145K 0.01%
17,883
+706
399
$108K 0.01%
11,378
-577
400
$96.8K 0.01%
11,487
-3,931
14 15
16
17 18