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
651
$31.9K ﹤0.01%
+82
652
$31.8K ﹤0.01%
+200
653
$31.8K ﹤0.01%
+191
654
$31.8K ﹤0.01%
+738
655
$31.8K ﹤0.01%
+2,291
656
$31.7K ﹤0.01%
+672
657
$31.7K ﹤0.01%
+400
658
$31.7K ﹤0.01%
+100
659
$31.6K ﹤0.01%
+945
660
$31.5K ﹤0.01%
+2,243
661
$31.5K ﹤0.01%
+734
662
$31.3K ﹤0.01%
+1,543
663
$31.2K ﹤0.01%
+750
664
$31.2K ﹤0.01%
+4,116
665
$31.2K ﹤0.01%
+266
666
$30.9K ﹤0.01%
+197
667
$30.9K ﹤0.01%
+74
668
$30.4K ﹤0.01%
+324
669
$30.1K ﹤0.01%
+221
670
$30K ﹤0.01%
+298
671
$29.9K ﹤0.01%
+600
672
$29.8K ﹤0.01%
+609
673
$29.2K ﹤0.01%
+824
674
$29.1K ﹤0.01%
+404
675
$28.7K ﹤0.01%
+481
25 26
27
28 29