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
551
$57.1K ﹤0.01%
+350
552
$56.7K ﹤0.01%
+928
553
$56.7K ﹤0.01%
+345
554
$56.2K ﹤0.01%
+5,988
555
$56.2K ﹤0.01%
+4,552
556
$55.5K ﹤0.01%
+2,273
557
$55.3K ﹤0.01%
+2,995
558
$55.3K ﹤0.01%
+576
559
$55.1K ﹤0.01%
+62
560
$55.1K ﹤0.01%
+1,136
561
$55K ﹤0.01%
+777
562
$54.3K ﹤0.01%
+462
563
$54.3K ﹤0.01%
+1,142
564
$53.7K ﹤0.01%
606
-6,825
565
$53.4K ﹤0.01%
+472
566
$53K ﹤0.01%
+2,258
567
$52.9K ﹤0.01%
+2,025
568
$52.9K ﹤0.01%
+226
569
$52.9K ﹤0.01%
+768
570
$52.7K ﹤0.01%
+1,263
571
$51.5K ﹤0.01%
+1,264
572
$51.2K ﹤0.01%
+565
573
$51.1K ﹤0.01%
+1,253
574
$50.7K ﹤0.01%
+316
575
$50.4K ﹤0.01%
+1,489
21 22
23
24 25