JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.67B
1-Year Est. Return 22.71%
This Quarter Est. Return
1 Year Est. Return
+22.71%
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
701
$25.6K ﹤0.01%
+293
702
$25.5K ﹤0.01%
+1,294
703
$25.5K ﹤0.01%
+494
704
$25.5K ﹤0.01%
+481
705
$25.4K ﹤0.01%
+168
706
$25.3K ﹤0.01%
+262
707
$25.1K ﹤0.01%
+386
708
$25.1K ﹤0.01%
3,581
-6,559
709
$24.9K ﹤0.01%
+100
710
$24.9K ﹤0.01%
+657
711
$24.8K ﹤0.01%
+160
712
$24.8K ﹤0.01%
+231
713
$24.7K ﹤0.01%
+3,057
714
$24.6K ﹤0.01%
+593
715
$24.6K ﹤0.01%
+327
716
$24.6K ﹤0.01%
+1,696
717
$24.5K ﹤0.01%
+10,000
718
$24.3K ﹤0.01%
+3,910
719
$24.2K ﹤0.01%
+2,443
720
$24K ﹤0.01%
+250
721
$23.7K ﹤0.01%
+115
722
$23.7K ﹤0.01%
+3,321
723
$23.6K ﹤0.01%
+1,045
724
$23.6K ﹤0.01%
+106
725
$23.2K ﹤0.01%
+60
27 28
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