JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.71B
1-Year Est. Return 20.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.28%
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
+$28.1M
2
+$26.7M
3
+$19.9M
4
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$19M
5
MLPA icon
Global X MLP ETF
MLPA
+$11.5M

Top Sells

1
+$15.3M
2
+$15M
3
+$12.6M
4
EPRF icon
Innovator S&P Investment Grade Preferred ETF
EPRF
+$9.95M
5
JVAL icon
JPMorgan US Value Factor ETF
JVAL
+$5.96M

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
401
$94.7K 0.01%
+33,227
402
$20.9K ﹤0.01%
+17,437
403
$15.9K ﹤0.01%
10,000
404
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405
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-9,394
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413
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414
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415
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