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
$1.45B
AUM Growth
+$600M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$67.6M
2
+$50M
3
+$37.4M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$36.8M
5
VV icon
Vanguard Large-Cap ETF
VV
+$35.5M

Top Sells

1
+$15.5M
2
+$7.38M
3
+$2.38M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.09M
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$993K

Sector Composition

1 Technology 8.39%
2 Healthcare 4.38%
3 Consumer Discretionary 4.18%
4 Financials 3.07%
5 Communication Services 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$647K 0.04%
35,450
+17,725
227
$645K 0.04%
6,981
-100
228
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229
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230
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231
$593K 0.04%
7,966
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232
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233
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10,313
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234
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235
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26,153
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236
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+10,023
237
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16,908
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238
$557K 0.04%
5,351
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239
$555K 0.04%
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240
$554K 0.04%
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241
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242
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26,459
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243
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244
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13,248
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245
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246
$538K 0.04%
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247
$537K 0.04%
8,633
+1,102
248
$529K 0.04%
26,155
+6,770
249
$523K 0.04%
22,775
+10,884
250
$522K 0.04%
4,538
+3,408
8 9
10
11 12