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
401
$144K 0.01%
7,032
-19,942
402
$143K 0.01%
+376
403
$142K 0.01%
+7,875
404
$140K 0.01%
+1,830
405
$140K 0.01%
+581
406
$139K 0.01%
+2,866
407
$139K 0.01%
+617
408
$138K 0.01%
+1,770
409
$136K 0.01%
+1,655
410
$136K 0.01%
+1,219
411
$136K 0.01%
1,292
-761
412
$136K 0.01%
+7,040
413
$135K 0.01%
+2,170
414
$134K 0.01%
+1,061
415
$133K 0.01%
+4,730
416
$133K 0.01%
+239
417
$132K 0.01%
13,704
+2,916
418
$131K 0.01%
+1,274
419
$131K 0.01%
+1,198
420
$131K 0.01%
+1,439
421
$129K 0.01%
+154
422
$127K 0.01%
+458
423
$127K 0.01%
+716
424
$127K 0.01%
+2,319
425
$126K 0.01%
+532
15 16
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