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
76
$2M 0.24%
38,711
+8,433
77
$1.98M 0.23%
32,333
-3,935
78
$1.96M 0.23%
10,601
+4,119
79
$1.93M 0.23%
48,226
-2,608
80
$1.91M 0.23%
35,652
+930
81
$1.9M 0.22%
49,189
+11,817
82
$1.89M 0.22%
29,420
+4,449
83
$1.86M 0.22%
10,326
-284
84
$1.81M 0.21%
26,553
+5,752
85
$1.8M 0.21%
18,657
+11,304
86
$1.79M 0.21%
33,966
+3,277
87
$1.79M 0.21%
3,425
-118
88
$1.77M 0.21%
5,372
+1,721
89
$1.75M 0.21%
15,008
-3,743
90
$1.73M 0.2%
13,043
+10,651
91
$1.73M 0.2%
22,986
-489
92
$1.69M 0.2%
26,442
-9,909
93
$1.68M 0.2%
9,002
+1,890
94
$1.66M 0.2%
24,253
-8,793
95
$1.64M 0.19%
71,921
+54,337
96
$1.64M 0.19%
14,410
+2,613
97
$1.6M 0.19%
+26,086
98
$1.59M 0.19%
4,953
-393
99
$1.58M 0.19%
4,451
+3,096
100
$1.58M 0.19%
11,161
+8,618
2 3
4
5 6