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
51
$4.3M 0.32%
14,117
-819
52
$4.27M 0.32%
103,669
+5,622
53
$4.1M 0.31%
18,181
+421
54
$4.06M 0.31%
23,784
-120
55
$4.04M 0.31%
17,518
-102
56
$3.86M 0.29%
7,859
-127
57
$3.7M 0.28%
24,320
-1,784
58
$3.69M 0.28%
9,431
+598
59
$3.68M 0.28%
58,973
+387
60
$3.67M 0.28%
16,616
+1,531
61
$3.61M 0.27%
142,725
+20,027
62
$3.45M 0.26%
3,892
+244
63
$3.35M 0.25%
19,438
+1,368
64
$3.32M 0.25%
5,787
+504
65
$3.3M 0.25%
160,521
-9,785
66
$3.2M 0.24%
31,300
+287
67
$3.14M 0.24%
14,226
+11,750
68
$3.11M 0.23%
17,346
-925
69
$3.1M 0.23%
27,331
+766
70
$3M 0.23%
41,737
+440
71
$2.95M 0.22%
11,959
+1,053
72
$2.91M 0.22%
61,847
-3,504
73
$2.9M 0.22%
24,759
+145
74
$2.89M 0.22%
5,485
+515
75
$2.79M 0.21%
70,224
-606
1 2
3
4 5