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
476
$91K 0.01%
+893
477
$89.6K 0.01%
+598
478
$89.2K 0.01%
+695
479
$88.8K 0.01%
+419
480
$88.7K 0.01%
+1,529
481
$86.3K 0.01%
+6,584
482
$86.3K 0.01%
+4,496
483
$86.2K 0.01%
+340
484
$86K 0.01%
+1,826
485
$85.9K 0.01%
+83
486
$85.4K 0.01%
+446
487
$84.7K 0.01%
+1,085
488
$84.2K 0.01%
+2,683
489
$84.1K 0.01%
+2,230
490
$83K 0.01%
+4,038
491
$81.6K 0.01%
1,298
-7,359
492
$79.6K 0.01%
+589
493
$78.5K 0.01%
+263
494
$77.9K 0.01%
+4,820
495
$76.7K 0.01%
+2,214
496
$76.5K 0.01%
+801
497
$75.8K 0.01%
+251
498
$75.8K 0.01%
+1,838
499
$75.8K 0.01%
+1,708
500
$75K 0.01%
+421
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