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
$705M
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$12.7M
3
+$5.98M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.85M
5
AAPL icon
Apple
AAPL
+$4.07M

Top Sells

1
+$6.18M
2
+$6.14M
3
+$6.05M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$4.38M
5
DNOV icon
FT Vest US Equity Deep Buffer ETF November
DNOV
+$2.46M

Sector Composition

1 Technology 10.36%
2 Healthcare 4.58%
3 Consumer Discretionary 4.27%
4 Communication Services 3.19%
5 Financials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.33M 0.76%
26,682
+8,899
27
$4.87M 0.69%
27,317
-677
28
$4.09M 0.58%
46,656
-6,104
29
$4.03M 0.57%
+52,478
30
$3.76M 0.53%
+24,845
31
$3.38M 0.48%
29,087
-1,343
32
$3.34M 0.47%
38,120
+15,860
33
$3.12M 0.44%
27,570
+22,750
34
$3.02M 0.43%
55,648
+481
35
$2.94M 0.42%
50,784
+2,022
36
$2.93M 0.42%
31,448
-4,339
37
$2.84M 0.4%
10,413
+6,192
38
$2.77M 0.39%
60,295
+41,605
39
$2.74M 0.39%
22,024
-2,894
40
$2.7M 0.38%
31,784
-799
41
$2.66M 0.38%
28,978
+20,887
42
$2.57M 0.36%
16,337
-579
43
$2.57M 0.36%
29,728
+18,852
44
$2.5M 0.35%
129,396
+100,716
45
$2.47M 0.35%
36,645
-2,138
46
$2.42M 0.34%
19,033
+7,203
47
$2.4M 0.34%
17,228
-204
48
$2.39M 0.34%
35,584
+923
49
$2.31M 0.33%
62,797
+2,342
50
$2.28M 0.32%
36,351
-1,863
1
2
3 4 5