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
626
$36.7K ﹤0.01%
+979
627
$36.5K ﹤0.01%
+1,427
628
$36.5K ﹤0.01%
+99
629
$36.3K ﹤0.01%
+248
630
$35.6K ﹤0.01%
+148
631
$35.3K ﹤0.01%
+533
632
$35.3K ﹤0.01%
+301
633
$34.9K ﹤0.01%
+216
634
$34.8K ﹤0.01%
+166
635
$34.8K ﹤0.01%
+524
636
$34.7K ﹤0.01%
+234
637
$34.6K ﹤0.01%
+1,503
638
$34.4K ﹤0.01%
+2,275
639
$34.2K ﹤0.01%
+600
640
$33.9K ﹤0.01%
505
-2,619
641
$33.8K ﹤0.01%
+1,022
642
$33.7K ﹤0.01%
+1,312
643
$33.5K ﹤0.01%
+515
644
$33.4K ﹤0.01%
+118
645
$33.3K ﹤0.01%
+1,024
646
$33K ﹤0.01%
+2,908
647
$32.8K ﹤0.01%
388
-2,505
648
$32.7K ﹤0.01%
764
-29,448
649
$32.6K ﹤0.01%
+66
650
$32.1K ﹤0.01%
+149
24 25
26
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