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
326
$233K 0.02%
1,164
-3
327
$231K 0.02%
220
-25
328
$231K 0.02%
+889
329
$230K 0.02%
+1,811
330
$229K 0.02%
1,526
-3
331
$228K 0.02%
960
+5
332
$228K 0.02%
9,390
-760
333
$227K 0.02%
8,116
+18
334
$227K 0.02%
8,075
+68
335
$225K 0.02%
+1,446
336
$223K 0.02%
+6,096
337
$219K 0.02%
+4,560
338
$219K 0.02%
662
-64
339
$215K 0.02%
+3,489
340
$211K 0.02%
5,054
-8,784
341
$211K 0.02%
778
342
$205K 0.02%
7,701
343
$205K 0.02%
43,844
+9,030
344
$205K 0.02%
6,392
-3,140
345
$202K 0.02%
+30,796
346
$201K 0.02%
+6,605
347
$200K 0.02%
+2,635
348
$199K 0.02%
3,327
+18
349
$198K 0.02%
+441
350
$197K 0.01%
+3,077
12 13
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