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
326
$287K 0.02%
+4,686
327
$285K 0.02%
13,920
+692
328
$279K 0.02%
16,647
-818
329
$275K 0.02%
13,276
+2,984
330
$274K 0.02%
+5,740
331
$271K 0.02%
1,141
+24
332
$271K 0.02%
1,608
+6
333
$270K 0.02%
+9,261
334
$268K 0.02%
5,771
+746
335
$263K 0.02%
2,759
+293
336
$262K 0.02%
17,646
+141
337
$257K 0.02%
2,217
-2,036
338
$256K 0.02%
2,182
-2,005
339
$254K 0.02%
2,945
-375
340
$236K 0.02%
1,188
+29
341
$234K 0.02%
+3,720
342
$232K 0.02%
1,353
+10
343
$226K 0.02%
+2,516
344
$223K 0.02%
15,817
+1,956
345
$223K 0.02%
+11,885
346
$220K 0.02%
2,347
-1,823
347
$217K 0.02%
5,019
+124
348
$214K 0.01%
+515
349
$213K 0.01%
+5,646
350
$211K 0.01%
+1,369
12 13
14
15 16