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
251
$410K 0.03%
+3,419
252
$403K 0.03%
2,947
-66
253
$402K 0.03%
1,829
+108
254
$381K 0.03%
13,808
+720
255
$380K 0.03%
5,196
256
$377K 0.03%
6,540
-660
257
$374K 0.03%
2,845
258
$372K 0.03%
4,953
+624
259
$370K 0.03%
23,048
+518
260
$366K 0.03%
16,548
261
$366K 0.03%
1,907
-635
262
$364K 0.03%
3,756
263
$362K 0.03%
2,911
+18
264
$357K 0.03%
17,202
+262
265
$356K 0.03%
16,825
+129
266
$354K 0.03%
8,464
-74
267
$352K 0.03%
1,296
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268
$341K 0.03%
+6,672
269
$341K 0.03%
581
-3
270
$340K 0.03%
2,436
+10
271
$338K 0.03%
+6,915
272
$337K 0.03%
1,630
+1
273
$335K 0.03%
1,672
+397
274
$330K 0.02%
3,338
-1,548
275
$328K 0.02%
9,241
+15
9 10
11
12 13