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
376
$173K 0.01%
+856
377
$168K 0.01%
+4,862
378
$165K 0.01%
+4,150
379
$165K 0.01%
+347
380
$162K 0.01%
15,523
+54
381
$160K 0.01%
+1,349
382
$158K 0.01%
13,475
-985
383
$158K 0.01%
+1,057
384
$158K 0.01%
+635
385
$158K 0.01%
+1,645
386
$157K 0.01%
+1,776
387
$156K 0.01%
+7,106
388
$156K 0.01%
+3,319
389
$156K 0.01%
+8,200
390
$155K 0.01%
+3,045
391
$153K 0.01%
10,026
-1,376
392
$153K 0.01%
7,763
-2,964
393
$151K 0.01%
+7,714
394
$151K 0.01%
+2,494
395
$149K 0.01%
+1,433
396
$148K 0.01%
+7,377
397
$148K 0.01%
+820
398
$144K 0.01%
+4,119
399
$144K 0.01%
+9,190
400
$144K 0.01%
+6,174
14 15
16
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