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
101
$1.57M 0.19%
21,377
+6,626
102
$1.56M 0.18%
4,779
-1,291
103
$1.55M 0.18%
6,846
+30
104
$1.53M 0.18%
48,926
+6,163
105
$1.52M 0.18%
23,717
+15,306
106
$1.5M 0.18%
6,197
+2,002
107
$1.49M 0.18%
+19,963
108
$1.48M 0.17%
43,741
-188
109
$1.38M 0.16%
6,274
+335
110
$1.34M 0.16%
7,403
+760
111
$1.33M 0.16%
+13,798
112
$1.32M 0.16%
29,411
-26,237
113
$1.31M 0.15%
13,815
-32,841
114
$1.26M 0.15%
9,522
+382
115
$1.26M 0.15%
27,534
+14,286
116
$1.25M 0.15%
9,691
+5,896
117
$1.25M 0.15%
12,642
+697
118
$1.24M 0.15%
27,447
+3,696
119
$1.22M 0.14%
+13,725
120
$1.21M 0.14%
20,483
121
$1.2M 0.14%
9,449
+6,989
122
$1.15M 0.14%
41,383
-1,956
123
$1.14M 0.13%
+23,141
124
$1.09M 0.13%
10,372
+4,914
125
$1.07M 0.13%
9,384
+1,004
3 4
5
6 7