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
526
$66.8K 0.01%
+647
527
$66.7K 0.01%
+287
528
$66.2K 0.01%
+547
529
$65.6K 0.01%
+699
530
$65K ﹤0.01%
+566
531
$64.9K ﹤0.01%
+542
532
$64.4K ﹤0.01%
+1,101
533
$63.5K ﹤0.01%
+3,117
534
$63K ﹤0.01%
+2,285
535
$62.8K ﹤0.01%
+1,059
536
$62.7K ﹤0.01%
+2,458
537
$62.6K ﹤0.01%
+489
538
$62.4K ﹤0.01%
+3,052
539
$62.3K ﹤0.01%
+744
540
$62.2K ﹤0.01%
+714
541
$61.7K ﹤0.01%
+434
542
$60.7K ﹤0.01%
+584
543
$60K ﹤0.01%
+832
544
$59.5K ﹤0.01%
+4,646
545
$59K ﹤0.01%
+1,324
546
$58.4K ﹤0.01%
2,500
-8,500
547
$57.4K ﹤0.01%
+1,654
548
$57.3K ﹤0.01%
+1,617
549
$57.3K ﹤0.01%
+439
550
$57.1K ﹤0.01%
+285
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