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
101
$2.35M 0.17%
106,198
+16,599
102
$2.34M 0.17%
17,665
-1,499
103
$2.3M 0.17%
13,323
+2,824
104
$2.23M 0.16%
27,169
105
$2.21M 0.16%
40,971
+9,621
106
$2.2M 0.16%
35,706
-4,640
107
$2.15M 0.16%
12,971
+64
108
$2.13M 0.15%
53,770
109
$2.13M 0.15%
17,854
+187
110
$2.09M 0.15%
12,472
+1,414
111
$2.07M 0.15%
9,899
+418
112
$2.06M 0.15%
18,824
-140,464
113
$2.03M 0.15%
27,146
-242
114
$1.97M 0.14%
57,512
-8,243
115
$1.84M 0.13%
16,102
-1,573
116
$1.81M 0.13%
12,049
-276
117
$1.81M 0.13%
15,181
+2,829
118
$1.8M 0.13%
19,260
+510
119
$1.78M 0.13%
14,731
-1,080
120
$1.78M 0.13%
+59,094
121
$1.77M 0.13%
3,242
+388
122
$1.73M 0.13%
13,698
-3,051
123
$1.69M 0.12%
12,328
+4,877
124
$1.68M 0.12%
43,341
-4,593
125
$1.67M 0.12%
5,357
+1,397
3 4
5
6 7