JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.71B
1-Year Est. Return 20.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.28%
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
+$70.4M
2
+$52.1M
3
+$38.2M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$37.5M
5
VV icon
Vanguard Large-Cap ETF
VV
+$36.8M

Top Sells

1
+$15.6M
2
+$7.34M
3
+$2.36M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.07M
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$955K

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
401
– –
-2,892
402
– –
-6
403
– –
-1,430
404
– –
-5,775
13 14 15 16
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