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
176
$936K 0.07%
5,405
-12,731
177
$936K 0.07%
24,712
+14,661
178
$924K 0.07%
2,201
+122
179
$916K 0.07%
78,727
+407
180
$910K 0.07%
17,948
-116
181
$908K 0.07%
29,295
-308
182
$906K 0.07%
13,259
+97
183
$902K 0.07%
33,078
+2,798
184
$894K 0.06%
17,763
-312
185
$888K 0.06%
+42,251
186
$886K 0.06%
8,628
+706
187
$884K 0.06%
5,693
-352
188
$883K 0.06%
9,004
+94
189
$861K 0.06%
7,286
+1,136
190
$837K 0.06%
29,458
191
$815K 0.06%
+23,882
192
$813K 0.06%
9,562
+3,869
193
$813K 0.06%
5,539
+799
194
$810K 0.06%
+41,596
195
$804K 0.06%
15,920
-2,134
196
$803K 0.06%
27,815
-1,556
197
$788K 0.06%
33,120
-506
198
$786K 0.06%
27,541
-9,468
199
$784K 0.06%
+88,168
200
$777K 0.06%
15,013
-2,751
6 7
8
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