JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.71B
1-Year Est. Return 20.28%
This Quarter Est. Return
1 Year Est. Return
+20.28%
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
151
$1.27M 0.09%
23,934
-2,644
152
$1.26M 0.09%
21,000
-179
153
$1.26M 0.09%
20,534
-3,775
154
$1.24M 0.09%
16,337
+6,030
155
$1.23M 0.09%
6,976
-297
156
$1.23M 0.09%
99,810
-9,744
157
$1.22M 0.09%
24,025
+216
158
$1.2M 0.09%
28,955
-136,807
159
$1.19M 0.09%
6,777
-821
160
$1.19M 0.09%
10,859
+7,582
161
$1.19M 0.09%
4,434
+45
162
$1.18M 0.09%
20,483
163
$1.18M 0.09%
9,135
+1,333
164
$1.17M 0.08%
49,881
+19,817
165
$1.15M 0.08%
12,510
+800
166
$1.13M 0.08%
16,726
-66
167
$1.1M 0.08%
16,794
+2,533
168
$1.09M 0.08%
10,737
+2,238
169
$1.08M 0.08%
10,754
-1,518
170
$1.08M 0.08%
61,515
-4,736
171
$1.06M 0.08%
1,118
+39
172
$1.03M 0.07%
18,373
+58
173
$1.03M 0.07%
4,850
+442
174
$1.01M 0.07%
16,753
-1,713
175
$950K 0.07%
3,580
+643
5 6
7
8 9