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
$705M
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$12.7M
3
+$5.98M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.85M
5
AAPL icon
Apple
AAPL
+$4.07M

Top Sells

1
+$6.18M
2
+$6.14M
3
+$6.05M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$4.38M
5
DNOV icon
FT Vest US Equity Deep Buffer ETF November
DNOV
+$2.46M

Sector Composition

1 Technology 10.36%
2 Healthcare 4.58%
3 Consumer Discretionary 4.27%
4 Communication Services 3.19%
5 Financials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$301K 0.04%
+18,230
227
$297K 0.04%
5,929
-4,353
228
$296K 0.04%
2,460
-4,876
229
$296K 0.04%
4,356
+617
230
$294K 0.04%
+12,749
231
$284K 0.04%
+13,373
232
$283K 0.04%
+4,300
233
$275K 0.04%
2,845
234
$272K 0.04%
+999
235
$268K 0.04%
+8,425
236
$268K 0.04%
+10,296
237
$264K 0.04%
1,083
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238
$263K 0.04%
4,275
+765
239
$260K 0.04%
+4,184
240
$253K 0.04%
+2,649
241
$252K 0.04%
+17,410
242
$250K 0.04%
+1,674
243
$248K 0.04%
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244
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245
$247K 0.04%
10,849
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246
$234K 0.03%
+5,819
247
$234K 0.03%
660
-42
248
$232K 0.03%
4,022
-137
249
$232K 0.03%
+645
250
$230K 0.03%
8,469
-27
8 9
10
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