JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.67B
1-Year Est. Return 22.71%
This Quarter Est. Return
1 Year Est. Return
+22.71%
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
776
$18.9K ﹤0.01%
+55
777
$18.9K ﹤0.01%
+1,111
778
$18.7K ﹤0.01%
+131
779
$18.6K ﹤0.01%
+196
780
$18.5K ﹤0.01%
+462
781
$18.4K ﹤0.01%
+350
782
$18.4K ﹤0.01%
+2,749
783
$18.3K ﹤0.01%
+1,441
784
$18.3K ﹤0.01%
+72
785
$18.2K ﹤0.01%
+381
786
$18.2K ﹤0.01%
+286
787
$18.1K ﹤0.01%
+1,000
788
$18K ﹤0.01%
+35
789
$17.6K ﹤0.01%
+275
790
$17.5K ﹤0.01%
+500
791
$17.4K ﹤0.01%
+280
792
$17.3K ﹤0.01%
+194
793
$17.1K ﹤0.01%
+1,202
794
$17.1K ﹤0.01%
+217
795
$16.8K ﹤0.01%
+301
796
$16.7K ﹤0.01%
+145
797
$16.7K ﹤0.01%
+200
798
$16.6K ﹤0.01%
+1,797
799
$16.4K ﹤0.01%
+228
800
$16.1K ﹤0.01%
+1,231
30 31
32
33 34