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
126
$1.64M 0.12%
22,873
+372
127
$1.63M 0.12%
6,706
-178
128
$1.6M 0.12%
8,232
+1,367
129
$1.59M 0.12%
5,005
+7
130
$1.57M 0.11%
30,740
+191
131
$1.56M 0.11%
26,954
+1,142
132
$1.56M 0.11%
5,062
+15
133
$1.55M 0.11%
23,846
-147
134
$1.53M 0.11%
11,352
+6
135
$1.51M 0.11%
4,943
+35
136
$1.5M 0.11%
4,261
-23
137
$1.47M 0.11%
6,369
-90
138
$1.44M 0.1%
3,058
+252
139
$1.4M 0.1%
7,248
+297
140
$1.4M 0.1%
+56,135
141
$1.4M 0.1%
74,762
+304
142
$1.38M 0.1%
32,552
+775
143
$1.38M 0.1%
7,237
+268
144
$1.38M 0.1%
14,685
+3,789
145
$1.36M 0.1%
3,676
+1,140
146
$1.33M 0.1%
32,258
+85
147
$1.3M 0.09%
14,412
-153
148
$1.3M 0.09%
38,012
+3,265
149
$1.29M 0.09%
3,575
+544
150
$1.29M 0.09%
26,714
+12,909
4 5
6
7 8