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
251
$226K 0.03%
+4,257
252
$225K 0.03%
11,463
-9,347
253
$223K 0.03%
+1,468
254
$223K 0.03%
+11,885
255
$215K 0.03%
+5,211
256
$212K 0.03%
+37,875
257
$212K 0.03%
+1,792
258
$211K 0.03%
+1,369
259
$210K 0.03%
131,776
-7,953
260
$208K 0.03%
+3,108
261
$207K 0.03%
+5,723
262
$202K 0.03%
+20,965
263
$172K 0.02%
43,171
+3,945
264
$148K 0.02%
1,184
265
$106K 0.02%
10,225
+99
266
$87K 0.01%
+1,650
267
$79K 0.01%
+12,675
268
$69K 0.01%
2,970
-1,321
269
$62K 0.01%
+10,100
270
$56K 0.01%
+6,264
271
$41K 0.01%
+15,889
272
$28K ﹤0.01%
+14,250
273
$27K ﹤0.01%
+11,000
274
$5K ﹤0.01%
+20,500
275
– –
-72
8 9 10
11
12