JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.53B
1-Year Est. Return 19.27%
This Quarter Est. Return
1 Year Est. Return
+19.27%
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 4.16%
4 Communication Services 3.28%
5 Financials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.2M 0.85%
+127,126
27
$6.95M 0.82%
17,456
-3,578
28
$6.91M 0.81%
+170,225
29
$6.91M 0.81%
72,124
+5,231
30
$6.82M 0.8%
338,619
-63,239
31
$6.71M 0.79%
18,169
+17,509
32
$6.48M 0.76%
124,405
+64,110
33
$6.29M 0.74%
57,994
+29,016
34
$6.12M 0.72%
146,430
+15,415
35
$5.87M 0.69%
94,353
+85,115
36
$5.7M 0.67%
75,370
+60,509
37
$5.25M 0.62%
28,885
+2,203
38
$5.22M 0.62%
391,120
-23,200
39
$4.88M 0.58%
+76,696
40
$4.66M 0.55%
30,963
+6,118
41
$4.62M 0.54%
60,559
+8,081
42
$4.55M 0.54%
27,707
+11,370
43
$4.1M 0.48%
39,720
+1,600
44
$3.95M 0.47%
44,550
+13,102
45
$3.86M 0.45%
15,152
+4,959
46
$3.84M 0.45%
33,051
-19,283
47
$3.81M 0.45%
83,688
+74,527
48
$3.77M 0.44%
27,843
+10,615
49
$3.65M 0.43%
24,002
+4,969
50
$3.45M 0.41%
89,069
+28,055
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