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
176
$639K 0.08%
10,833
-39,951
177
$635K 0.07%
3,478
-430
178
$619K 0.07%
6,884
+208
179
$613K 0.07%
2,522
+33
180
$611K 0.07%
16,097
-2,993
181
$609K 0.07%
7,081
-1,650
182
$606K 0.07%
9,888
+1,464
183
$594K 0.07%
4,037
+44
184
$586K 0.07%
+3,449
185
$564K 0.07%
+11,460
186
$562K 0.07%
32,348
187
$560K 0.07%
2,251
-370
188
$553K 0.07%
+10,213
189
$553K 0.07%
+23,725
190
$547K 0.06%
7,397
-19,073
191
$537K 0.06%
9,506
+1,815
192
$519K 0.06%
+6,122
193
$518K 0.06%
+2,000
194
$517K 0.06%
3,996
-28
195
$510K 0.06%
4,253
-1,170
196
$502K 0.06%
9,114
197
$496K 0.06%
1,087
+270
198
$495K 0.06%
10,525
+25
199
$491K 0.06%
+3,554
200
$490K 0.06%
3,770
-6,646
6 7
8
9 10