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
$1.45B
AUM Growth
+$600M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$67.6M
2
+$50M
3
+$37.4M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$36.8M
5
VV icon
Vanguard Large-Cap ETF
VV
+$35.5M

Top Sells

1
+$15.5M
2
+$7.38M
3
+$2.38M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.09M
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$993K

Sector Composition

1 Technology 8.39%
2 Healthcare 4.38%
3 Consumer Discretionary 4.18%
4 Financials 3.07%
5 Communication Services 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.16M 0.36%
42,456
+15,495
52
$4.94M 0.34%
53,524
+26,380
53
$4.87M 0.34%
39,920
+200
54
$4.76M 0.33%
12,556
+6,380
55
$4.71M 0.33%
77,586
+41,934
56
$4.68M 0.32%
97,369
+13,681
57
$4.6M 0.32%
223,086
-115,533
58
$4.56M 0.31%
49,290
+4,740
59
$4.53M 0.31%
119,323
+58,040
60
$4.33M 0.3%
105,142
+16,073
61
$4.26M 0.29%
51,875
+26,314
62
$4.09M 0.28%
45,498
+16,108
63
$4.05M 0.28%
38,757
+6,689
64
$4.02M 0.28%
17,223
+10,377
65
$3.94M 0.27%
10,253
+5,474
66
$3.87M 0.27%
16,163
+1,011
67
$3.86M 0.27%
16,965
+4,210
68
$3.83M 0.26%
73,876
+36,386
69
$3.83M 0.26%
30,019
+4,730
70
$3.79M 0.26%
58,347
+28,927
71
$3.77M 0.26%
28,861
+2,930
72
$3.75M 0.26%
18,208
+9,206
73
$3.68M 0.25%
6,888
+3,463
74
$3.6M 0.25%
31,710
+17,300
75
$3.57M 0.25%
9,904
+4,951
1 2
3
4 5