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
$705M
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$12.7M
3
+$5.98M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.85M
5
AAPL icon
Apple
AAPL
+$4.07M

Top Sells

1
+$6.18M
2
+$6.14M
3
+$6.05M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$4.38M
5
DNOV icon
FT Vest US Equity Deep Buffer ETF November
DNOV
+$2.46M

Sector Composition

1 Technology 10.36%
2 Healthcare 4.58%
3 Consumer Discretionary 4.27%
4 Communication Services 3.19%
5 Financials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.26M 0.32%
10,328
+3,400
52
$2.24M 0.32%
26,380
53
$2.23M 0.32%
33,046
-892
54
$2.18M 0.31%
10,193
+6,499
55
$2.15M 0.31%
38,317
-1,115
56
$2.15M 0.3%
36,268
-1,816
57
$2.13M 0.3%
18,751
-1,128
58
$2.06M 0.29%
34,722
+1,422
59
$2.02M 0.29%
6,070
+2,292
60
$2.01M 0.28%
7,564
+408
61
$1.97M 0.28%
26,470
+1,164
62
$1.94M 0.28%
10,610
+4,638
63
$1.94M 0.27%
8,346
+4,717
64
$1.93M 0.27%
8,731
-579
65
$1.92M 0.27%
3,543
+2,763
66
$1.89M 0.27%
5,388
+3,480
67
$1.85M 0.26%
61,014
+34,425
68
$1.8M 0.26%
5,346
+4,401
69
$1.74M 0.25%
19,820
+9,120
70
$1.72M 0.24%
47,791
+3,722
71
$1.72M 0.24%
+50,834
72
$1.71M 0.24%
35,645
+10,012
73
$1.68M 0.24%
30,689
+231
74
$1.67M 0.24%
10,385
+663
75
$1.65M 0.23%
45,482
+2,918
1 2
3
4 5