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
276
$455K 0.03%
106,651
+57,758
277
$447K 0.03%
7,090
-10,842
278
$442K 0.03%
42,579
+1,097
279
$441K 0.03%
5,572
+2,463
280
$439K 0.03%
10,395
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281
$437K 0.03%
23,397
+960
282
$431K 0.03%
1,160
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283
$424K 0.03%
5,673
+2,427
284
$421K 0.03%
6,612
+123
285
$420K 0.03%
4,473
+1,202
286
$419K 0.03%
2,225
+482
287
$414K 0.03%
5,852
+420
288
$412K 0.03%
+4,934
289
$411K 0.03%
+7,567
290
$409K 0.03%
22,227
+5,168
291
$404K 0.03%
9,834
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292
$403K 0.03%
11,756
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293
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1,016
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294
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+9,131
295
$397K 0.03%
+17,692
296
$389K 0.03%
+4,450
297
$389K 0.03%
1,410
+425
298
$382K 0.03%
4,703
-2,694
299
$382K 0.03%
7,562
+3,596
300
$376K 0.03%
7,221
+3,495
10 11
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