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
$1.32B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,360
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$7.04M
3
+$2.6M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.6M
5
DSEP icon
FT Vest US Equity Deep Buffer ETF September
DSEP
+$2.25M

Top Sells

1
+$1.73M
2
+$1.62M
3
+$1.45M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.43M
5
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$1.36M

Sector Composition

1 Technology 15.64%
2 Consumer Discretionary 5.43%
3 Financials 3.86%
4 Communication Services 3.56%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$505K 0.04%
3,726
+10
227
$504K 0.04%
16,775
+1,514
228
$504K 0.04%
+11,021
229
$493K 0.04%
+6,932
230
$491K 0.04%
5,917
+129
231
$488K 0.04%
9,817
-4,180
232
$481K 0.04%
5,454
+33
233
$481K 0.04%
4,393
-571
234
$474K 0.04%
9,963
+590
235
$473K 0.04%
15,811
-342
236
$470K 0.04%
2,883
-27
237
$464K 0.04%
8,832
+474
238
$463K 0.04%
15,215
239
$458K 0.03%
17,623
240
$457K 0.03%
+20,882
241
$450K 0.03%
4,088
242
$449K 0.03%
3,823
+21
243
$448K 0.03%
2,363
+312
244
$448K 0.03%
57,023
+20,765
245
$440K 0.03%
4,450
+166
246
$424K 0.03%
30,030
+6,548
247
$422K 0.03%
1,636
+4
248
$421K 0.03%
2,681
249
$412K 0.03%
6,548
-150
250
$410K 0.03%
3,119
-2,512
8 9
10
11 12