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
351
$207K 0.01%
7,979
352
$203K 0.01%
+5,477
353
$203K 0.01%
+5,090
354
$181K 0.01%
3,300
+1,650
355
$177K 0.01%
9,934
+1,356
356
$172K 0.01%
17,943
+5,801
357
$167K 0.01%
32,305
+21,994
358
$166K 0.01%
15,593
-2,871
359
$165K 0.01%
25,350
+12,675
360
$163K 0.01%
17,603
+10,065
361
$148K 0.01%
+1,184
362
$131K 0.01%
+2,505
363
$118K 0.01%
+973
364
$102K 0.01%
10,182
+182
365
$86K 0.01%
28,395
+11,806
366
$71K ﹤0.01%
2,550
-450
367
$29K ﹤0.01%
11,000
368
$23K ﹤0.01%
14,250
369
$22K ﹤0.01%
41,000
+20,500
370
– –
-1,552
371
– –
-1,282
372
– –
-6,674
373
– –
-2,971
374
– –
-2,644
375
– –
-11,199
13 14
15
16 17