JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.71B
1-Year Est. Return 20.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.28%
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
+$14.8M
2
+$6.89M
3
+$2.51M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.51M
5
DSEP icon
FT Vest US Equity Deep Buffer ETF September
DSEP
+$2.22M

Top Sells

1
+$1.66M
2
+$1.56M
3
+$1.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.38M
5
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$1.32M

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
676
$28.6K ﹤0.01%
+1,554
677
$28.6K ﹤0.01%
+2,840
678
$28.5K ﹤0.01%
+264
679
$28.3K ﹤0.01%
+2,179
680
$28.2K ﹤0.01%
+378
681
$27.9K ﹤0.01%
+258
682
$27.7K ﹤0.01%
+345
683
$27.7K ﹤0.01%
+253
684
$27.6K ﹤0.01%
+1,849
685
$27.2K ﹤0.01%
+447
686
$27.2K ﹤0.01%
+564
687
$27K ﹤0.01%
+377
688
$26.8K ﹤0.01%
+2,282
689
$26.7K ﹤0.01%
+591
690
$26.6K ﹤0.01%
+217
691
$26.2K ﹤0.01%
+585
692
$26.1K ﹤0.01%
+450
693
$26.1K ﹤0.01%
+1,573
694
$26.1K ﹤0.01%
+747
695
$26K ﹤0.01%
+261
696
$25.8K ﹤0.01%
+399
697
$25.8K ﹤0.01%
+690
698
$25.8K ﹤0.01%
+313
699
$25.8K ﹤0.01%
+1,419
700
$25.7K ﹤0.01%
+966
26 27
28
29 30