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
51
$4.34M 0.31%
106,415
-2,266
52
$4.28M 0.31%
25,084
+1,032
53
$4.22M 0.31%
84,418
+20,808
54
$4.12M 0.3%
24,151
-202
55
$4.06M 0.3%
4,297
+86
56
$4.06M 0.3%
69,650
+10,757
57
$4.06M 0.3%
28,937
+234
58
$3.89M 0.28%
15,630
-1,262
59
$3.88M 0.28%
213,298
+44,607
60
$3.87M 0.28%
7,804
-12
61
$3.79M 0.27%
144,867
+4,434
62
$3.75M 0.27%
93,189
+12,548
63
$3.67M 0.27%
17,759
+33
64
$3.64M 0.26%
21,752
+1,646
65
$3.58M 0.26%
25,589
-6,184
66
$3.53M 0.26%
10,716
+584
67
$3.5M 0.25%
39,922
+5,142
68
$3.44M 0.25%
6,142
+157
69
$3.31M 0.24%
+38,510
70
$3.29M 0.24%
32,213
-958
71
$3.27M 0.24%
21,260
-123
72
$3.23M 0.23%
32,758
-1,669
73
$3.19M 0.23%
+24,232
74
$3.17M 0.23%
13,437
+435
75
$3.15M 0.23%
45,106
-40,905
1 2
3
4 5