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
26
$12.5M 0.94%
39,681
+108
27
$12.2M 0.92%
20,902
+44
28
$11.4M 0.86%
580,706
+36,072
29
$9.78M 0.74%
87,904
+460
30
$9.05M 0.68%
42,900
+1,616
31
$8.66M 0.65%
239,686
-3,305
32
$8.21M 0.62%
14,225
-238
33
$7.94M 0.6%
32,660
-2,235
34
$7.76M 0.59%
44,820
+1,985
35
$7.57M 0.57%
16,449
+1,324
36
$7.46M 0.56%
44,614
+6,920
37
$7.06M 0.53%
12,069
+491
38
$6.84M 0.52%
157,097
-8,150
39
$5.83M 0.44%
80,277
-3,106
40
$5.76M 0.44%
77,171
-8,816
41
$5.58M 0.42%
34,436
+1,847
42
$5.38M 0.41%
19,575
+780
43
$5.35M 0.4%
90,386
+6,502
44
$5.34M 0.4%
63,132
-7,503
45
$5.2M 0.39%
12,842
+399
46
$5.15M 0.39%
10,433
+2,731
47
$5.1M 0.39%
100,508
+8,704
48
$5.02M 0.38%
62,640
-645
49
$4.79M 0.36%
31,310
+520
50
$4.34M 0.33%
28,634
+672
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