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
576
$50.3K ﹤0.01%
+1,046
577
$50.1K ﹤0.01%
+2,226
578
$49.9K ﹤0.01%
+1,190
579
$49.8K ﹤0.01%
+556
580
$49.7K ﹤0.01%
288
-1,318
581
$49.6K ﹤0.01%
+1,306
582
$49.5K ﹤0.01%
+2,057
583
$49.5K ﹤0.01%
+1,840
584
$49.5K ﹤0.01%
+199
585
$49.3K ﹤0.01%
+447
586
$49.2K ﹤0.01%
+559
587
$48.9K ﹤0.01%
+472
588
$48.3K ﹤0.01%
+1,341
589
$47.8K ﹤0.01%
+985
590
$47.1K ﹤0.01%
+4,193
591
$46.7K ﹤0.01%
+581
592
$46.5K ﹤0.01%
+1,332
593
$46.3K ﹤0.01%
+239
594
$46.2K ﹤0.01%
1,226
-18,614
595
$45.8K ﹤0.01%
+2,765
596
$45.8K ﹤0.01%
+2,000
597
$45.4K ﹤0.01%
+510
598
$45.2K ﹤0.01%
+619
599
$45.1K ﹤0.01%
+662
600
$44.7K ﹤0.01%
+534
22 23
24
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