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
51
$3.41M 0.4%
162,989
+33,593
52
$3.36M 0.4%
15,861
+5,533
53
$3.29M 0.39%
+32,068
54
$3.28M 0.39%
26,961
-2,126
55
$3.26M 0.38%
10,669
+3,105
56
$3.11M 0.37%
25,931
+3,907
57
$3.1M 0.36%
19,361
-7,956
58
$3.01M 0.36%
25,289
+23,497
59
$2.97M 0.35%
42,208
+6,624
60
$2.86M 0.34%
12,755
+9,236
61
$2.79M 0.33%
25,240
-2,330
62
$2.7M 0.32%
29,390
-2,394
63
$2.68M 0.32%
25,561
-4,167
64
$2.58M 0.3%
10,083
+1,737
65
$2.44M 0.29%
41,901
+20,809
66
$2.43M 0.29%
9,867
-546
67
$2.38M 0.28%
27,144
+764
68
$2.3M 0.27%
6,176
+788
69
$2.29M 0.27%
32,335
-4,310
70
$2.25M 0.27%
21,800
+1,980
71
$2.22M 0.26%
61,283
-1,514
72
$2.19M 0.26%
+15,471
73
$2.19M 0.26%
37,490
+1,845
74
$2.11M 0.25%
9,108
+6,018
75
$2.02M 0.24%
34,796
-3,521
1 2
3
4 5