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
426
$126K 0.01%
+1,594
427
$126K 0.01%
+2,769
428
$126K 0.01%
+2,999
429
$125K 0.01%
+678
430
$123K 0.01%
+3,361
431
$120K 0.01%
+1,133
432
$120K 0.01%
+2,789
433
$118K 0.01%
+1,826
434
$115K 0.01%
+6,814
435
$114K 0.01%
+3,751
436
$114K 0.01%
+7,837
437
$113K 0.01%
+1,685
438
$113K 0.01%
+19,927
439
$112K 0.01%
+495
440
$112K 0.01%
+543
441
$112K 0.01%
+237
442
$111K 0.01%
+1,497
443
$110K 0.01%
+2,118
444
$110K 0.01%
+2,463
445
$109K 0.01%
+432
446
$109K 0.01%
+386
447
$109K 0.01%
+1,034
448
$109K 0.01%
+401
449
$109K 0.01%
+831
450
$107K 0.01%
+5,184
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