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
601
$44.6K ﹤0.01%
+1,250
602
$44.2K ﹤0.01%
+969
603
$44.2K ﹤0.01%
+150
604
$44.1K ﹤0.01%
+14
605
$43.7K ﹤0.01%
+523
606
$43.7K ﹤0.01%
315
-9,809
607
$43.7K ﹤0.01%
+390
608
$43K ﹤0.01%
+335
609
$42.7K ﹤0.01%
+345
610
$42.2K ﹤0.01%
+3,695
611
$42K ﹤0.01%
+1,896
612
$41.9K ﹤0.01%
+500
613
$41.8K ﹤0.01%
+1,010
614
$41.8K ﹤0.01%
+2,216
615
$41.4K ﹤0.01%
+395
616
$40.4K ﹤0.01%
+503
617
$40.2K ﹤0.01%
+13,052
618
$39K ﹤0.01%
+3,500
619
$38.1K ﹤0.01%
+103
620
$37.9K ﹤0.01%
+305
621
$37.5K ﹤0.01%
+741
622
$37.4K ﹤0.01%
+400
623
$37.2K ﹤0.01%
+1,121
624
$37.1K ﹤0.01%
+416
625
$36.8K ﹤0.01%
+400
23 24
25
26 27