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
451
$107K 0.01%
+10,119
452
$106K 0.01%
+2,212
453
$106K 0.01%
1,585
-7,322
454
$104K 0.01%
3,330
-4,638
455
$103K 0.01%
+8,557
456
$102K 0.01%
+588
457
$102K 0.01%
+1,267
458
$102K 0.01%
+537
459
$102K 0.01%
+4,000
460
$101K 0.01%
+10,335
461
$100K 0.01%
+1,046
462
$99.8K 0.01%
+373
463
$99.7K 0.01%
+2,211
464
$99.4K 0.01%
+408
465
$99.3K 0.01%
+879
466
$99.3K 0.01%
+3,795
467
$97.5K 0.01%
+2,949
468
$97.4K 0.01%
+4,100
469
$97.4K 0.01%
+2,936
470
$97K 0.01%
+3,982
471
$96.5K 0.01%
+1,031
472
$94.9K 0.01%
+7,430
473
$93.3K 0.01%
+587
474
$91.9K 0.01%
+332
475
$91.3K 0.01%
+9,931
17 18
19
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