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
501
$74.9K 0.01%
+1,671
502
$74.8K 0.01%
+1,226
503
$74.6K 0.01%
+1,426
504
$74.4K 0.01%
+647
505
$73.3K 0.01%
+1,038
506
$72K 0.01%
+1,802
507
$71.6K 0.01%
+4,113
508
$70.7K 0.01%
+594
509
$70.7K 0.01%
+5,179
510
$70.6K 0.01%
+164
511
$70.2K 0.01%
+1,796
512
$70.1K 0.01%
+1,066
513
$70.1K 0.01%
1,954
-18,657
514
$70.1K 0.01%
+2,701
515
$70K 0.01%
+465
516
$69.9K 0.01%
+1,991
517
$69.8K 0.01%
+529
518
$69.3K 0.01%
+4,721
519
$69.2K 0.01%
+787
520
$69.1K 0.01%
+4,585
521
$69K 0.01%
+2,240
522
$69K 0.01%
+1,950
523
$69K 0.01%
+2,410
524
$68.4K 0.01%
+1,686
525
$68K 0.01%
+35
19 20
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