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
301
$280K 0.02%
1,142
-344
302
$278K 0.02%
+2,624
303
$278K 0.02%
5,800
-2
304
$274K 0.02%
65
+1
305
$273K 0.02%
22,582
-930
306
$270K 0.02%
2,995
-1,737
307
$269K 0.02%
+6,607
308
$268K 0.02%
2,457
+12
309
$266K 0.02%
1,526
+1
310
$265K 0.02%
653
+1
311
$265K 0.02%
4,586
+137
312
$264K 0.02%
1,814
+17
313
$261K 0.02%
1,943
-95
314
$257K 0.02%
1,431
-101
315
$251K 0.02%
+6,731
316
$250K 0.02%
403
+1
317
$249K 0.02%
2,758
+8
318
$249K 0.02%
4,355
319
$248K 0.02%
+10,999
320
$247K 0.02%
4,995
+68
321
$243K 0.02%
+4,814
322
$242K 0.02%
5,626
+110
323
$241K 0.02%
+6,988
324
$240K 0.02%
+7,887
325
$237K 0.02%
+3,051
11 12
13
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