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
726
$23.1K ﹤0.01%
+2,810
727
$23K ﹤0.01%
+210
728
$22.9K ﹤0.01%
+903
729
$22.8K ﹤0.01%
+1,623
730
$22.8K ﹤0.01%
+614
731
$22.5K ﹤0.01%
+383
732
$22.4K ﹤0.01%
+331
733
$22.3K ﹤0.01%
+117
734
$22.3K ﹤0.01%
+338
735
$22.3K ﹤0.01%
+1,464
736
$22K ﹤0.01%
+743
737
$21.9K ﹤0.01%
+380
738
$21.8K ﹤0.01%
+871
739
$21.7K ﹤0.01%
+2,628
740
$21.6K ﹤0.01%
913
-15,955
741
$21.4K ﹤0.01%
+460
742
$21.4K ﹤0.01%
+270
743
$21.3K ﹤0.01%
+346
744
$21.2K ﹤0.01%
+67
745
$21.2K ﹤0.01%
+1,397
746
$21.2K ﹤0.01%
+30,000
747
$21.1K ﹤0.01%
+581
748
$20.8K ﹤0.01%
+75
749
$20.7K ﹤0.01%
+506
750
$20.7K ﹤0.01%
+166
28 29
30
31 32