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
351
$196K 0.01%
8,367
-13,828
352
$194K 0.01%
549
-163
353
$194K 0.01%
2,884
-385
354
$192K 0.01%
+1,434
355
$192K 0.01%
+4,014
356
$191K 0.01%
+8,000
357
$190K 0.01%
26,283
358
$188K 0.01%
+718
359
$187K 0.01%
+2,988
360
$186K 0.01%
+401
361
$186K 0.01%
+1,122
362
$186K 0.01%
+3,232
363
$185K 0.01%
+2,150
364
$184K 0.01%
+569
365
$182K 0.01%
+4,626
366
$181K 0.01%
+379
367
$180K 0.01%
1,579
-414
368
$179K 0.01%
+496
369
$179K 0.01%
+200
370
$179K 0.01%
+2,850
371
$178K 0.01%
+3,500
372
$178K 0.01%
+1,409
373
$175K 0.01%
3,278
-1,384
374
$174K 0.01%
2,130
-20
375
$173K 0.01%
+2,458
13 14
15
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