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
301
$371K 0.03%
38,030
+21,665
302
$369K 0.03%
17,888
+4,183
303
$367K 0.03%
3,732
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304
$363K 0.03%
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305
$363K 0.03%
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306
$352K 0.02%
19,400
-25,192
307
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308
$348K 0.02%
19,247
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309
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310
$337K 0.02%
1,129
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311
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312
$328K 0.02%
2,081
+7
313
$325K 0.02%
+9,293
314
$323K 0.02%
1,337
-131
315
$320K 0.02%
4,013
-4,485
316
$317K 0.02%
13,139
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317
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318
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+994
319
$313K 0.02%
14,467
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320
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321
$309K 0.02%
2,245
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322
$307K 0.02%
1,260
-991
323
$306K 0.02%
+1,719
324
$296K 0.02%
9,541
+284
325
$289K 0.02%
1,357
+23
11 12
13
14 15