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
76
$3.09M 0.22%
59,572
-5,470
77
$3.08M 0.22%
15,416
+1,052
78
$3.05M 0.22%
16,235
-352
79
$3.05M 0.22%
42,600
+571
80
$3.01M 0.22%
35,688
+708
81
$3M 0.22%
71,772
+662
82
$2.99M 0.22%
+53,450
83
$2.92M 0.21%
27,930
+3,146
84
$2.88M 0.21%
50,341
-216,836
85
$2.87M 0.21%
49,108
-247,495
86
$2.86M 0.21%
32,523
-3,464
87
$2.82M 0.21%
14,111
+463
88
$2.8M 0.2%
5,314
+87
89
$2.76M 0.2%
30,760
+1,370
90
$2.69M 0.2%
15,721
+241
91
$2.63M 0.19%
92,981
+4,131
92
$2.63M 0.19%
73,137
-22,670
93
$2.57M 0.19%
56,721
+11,643
94
$2.52M 0.18%
15,860
+563
95
$2.46M 0.18%
20,207
-48
96
$2.45M 0.18%
125,771
+86,347
97
$2.41M 0.18%
30,120
-2,684
98
$2.38M 0.17%
94,116
-6,648
99
$2.38M 0.17%
26,505
+443
100
$2.37M 0.17%
58,191
+213
2 3
4
5 6