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
276
$327K 0.02%
633
-22
277
$326K 0.02%
+6,445
278
$324K 0.02%
3,118
279
$324K 0.02%
4,266
+18
280
$320K 0.02%
36,200
+18,075
281
$318K 0.02%
7,621
+15
282
$315K 0.02%
3,208
-7
283
$315K 0.02%
3,395
-985
284
$314K 0.02%
1,436
-28
285
$312K 0.02%
2,897
286
$310K 0.02%
6,845
+20
287
$307K 0.02%
889
+29
288
$307K 0.02%
1,109
+4
289
$306K 0.02%
579
+1
290
$298K 0.02%
+4,360
291
$297K 0.02%
5,600
292
$293K 0.02%
+5,555
293
$293K 0.02%
12,559
+2,159
294
$291K 0.02%
1,707
-193
295
$290K 0.02%
5,409
-1,064
296
$289K 0.02%
+1,821
297
$289K 0.02%
1,197
+3
298
$286K 0.02%
1,084
-11
299
$286K 0.02%
2,361
+27
300
$281K 0.02%
6,916
+65
10 11
12
13 14