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
$1.45B
AUM Growth
+$600M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$67.6M
2
+$50M
3
+$37.4M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$36.8M
5
VV icon
Vanguard Large-Cap ETF
VV
+$35.5M

Top Sells

1
+$15.5M
2
+$7.38M
3
+$2.38M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.09M
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$993K

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
26
$10.8M 0.75%
225,316
+37,031
27
$10.4M 0.72%
57,215
+28,330
28
$10.3M 0.71%
199,715
+75,310
29
$10M 0.69%
94,274
+36,280
30
$9.74M 0.67%
61,371
+30,408
31
$9.15M 0.63%
155,095
+27,969
32
$9.07M 0.63%
124,660
+64,101
33
$8.64M 0.6%
210,678
+40,453
34
$8.44M 0.58%
79,611
+7,487
35
$8.36M 0.58%
126,480
+32,127
36
$8.26M 0.57%
176,595
+30,165
37
$7.83M 0.54%
20,750
+2,581
38
$7.38M 0.51%
45,560
+17,853
39
$6.74M 0.47%
46,803
+22,801
40
$6.61M 0.46%
89,455
+14,085
41
$6.44M 0.44%
54,932
+21,881
42
$6.42M 0.44%
36,649
+17,288
43
$6.38M 0.44%
49,890
+24,650
44
$6.18M 0.43%
27,106
+11,245
45
$6.11M 0.42%
44,761
+16,918
46
$5.99M 0.41%
84,660
+42,452
47
$5.8M 0.4%
20,076
+10,209
48
$5.45M 0.38%
83,058
+6,362
49
$5.31M 0.37%
59,259
+45,444
50
$5.29M 0.37%
17,856
+7,187
1
2
3 4 5