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
251
$520K 0.04%
6,146
+24
252
$518K 0.04%
8,290
+4,312
253
$518K 0.04%
22,410
+1,207
254
$517K 0.04%
14,037
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255
$517K 0.04%
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+2,473
256
$509K 0.04%
8,499
-259,337
257
$504K 0.03%
+8,281
258
$501K 0.03%
3,787
+237
259
$499K 0.03%
7,815
+2,615
260
$497K 0.03%
11,290
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261
$496K 0.03%
6,094
+2,186
262
$495K 0.03%
3,352
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263
$492K 0.03%
9,431
-6,859
264
$490K 0.03%
6,663
-3,237
265
$488K 0.03%
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266
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267
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8,700
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268
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7,716
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269
$479K 0.03%
+18,723
270
$475K 0.03%
2,096
+229
271
$474K 0.03%
694
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272
$461K 0.03%
16,957
+8,479
273
$460K 0.03%
8,569
+288
274
$460K 0.03%
6,216
+3,108
275
$457K 0.03%
6,396
+665
9 10
11
12 13