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
276
– –
-3,512
277
– –
-7,458
278
– –
-7,850
279
– –
-32,543
280
– –
-77,451
281
– –
-4,695
282
– –
-8,604
283
– –
-16,008
284
– –
-7,423
285
– –
-7,291
286
– –
-49,707
287
– –
-6,742
288
– –
-44,208
289
– –
-3,430
290
– –
-4,557
291
– –
-5,149
292
– –
-19,137
293
– –
-17,320
294
– –
-6,885
295
– –
-643
296
– –
-15,317
297
– –
-7,153
298
– –
-172,976
299
– –
-4,448
300
– –
-4,694
8 9 10 11
12