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
751
$20.6K ﹤0.01%
+296
752
$20.4K ﹤0.01%
+89
753
$20.4K ﹤0.01%
+262
754
$20.4K ﹤0.01%
+94
755
$20.2K ﹤0.01%
+118
756
$20.2K ﹤0.01%
+423
757
$20.2K ﹤0.01%
+504
758
$20.1K ﹤0.01%
+1,122
759
$20.1K ﹤0.01%
+880
760
$20.1K ﹤0.01%
+494
761
$20K ﹤0.01%
+300
762
$20K ﹤0.01%
+115
763
$20K ﹤0.01%
+748
764
$20K ﹤0.01%
+618
765
$19.7K ﹤0.01%
+854
766
$19.7K ﹤0.01%
+205
767
$19.7K ﹤0.01%
+444
768
$19.5K ﹤0.01%
+301
769
$19.5K ﹤0.01%
+334
770
$19.4K ﹤0.01%
+461
771
$19.4K ﹤0.01%
+950
772
$19.3K ﹤0.01%
+501
773
$19.3K ﹤0.01%
+159
774
$19.2K ﹤0.01%
+460
775
$19K ﹤0.01%
+949
29 30
31
32 33