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
201
$486K 0.06%
24,155
+1,871
202
$485K 0.06%
12,421
-2,054
203
$476K 0.06%
+7,201
204
$470K 0.06%
1,468
+58
205
$466K 0.05%
+23,773
206
$461K 0.05%
+19,949
207
$461K 0.05%
+21,203
208
$459K 0.05%
3,875
-272
209
$457K 0.05%
8,910
210
$455K 0.05%
4,187
-4,573
211
$455K 0.05%
8,283
-6,781
212
$446K 0.05%
+3,550
213
$444K 0.05%
4,063
+520
214
$441K 0.05%
+22,437
215
$441K 0.05%
+7,531
216
$433K 0.05%
3,852
+2,384
217
$428K 0.05%
8,110
-563
218
$427K 0.05%
4,250
+43
219
$424K 0.05%
+8,281
220
$423K 0.05%
1,867
+242
221
$415K 0.05%
10,336
+58
222
$415K 0.05%
1,460
-241
223
$415K 0.05%
15,481
+2,108
224
$414K 0.05%
+1,136
225
$411K 0.05%
19,385
-6,770
7 8
9
10 11