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
801
$15.9K ﹤0.01%
+2,000
802
$15.8K ﹤0.01%
+158
803
$15.8K ﹤0.01%
+238
804
$15.8K ﹤0.01%
+94
805
$15.7K ﹤0.01%
+99
806
$15.7K ﹤0.01%
+190
807
$15.6K ﹤0.01%
+166
808
$15.5K ﹤0.01%
+357
809
$15.4K ﹤0.01%
+480
810
$15.2K ﹤0.01%
+113
811
$15.2K ﹤0.01%
+223
812
$15.1K ﹤0.01%
+651
813
$15.1K ﹤0.01%
+73
814
$15K ﹤0.01%
+130
815
$14.9K ﹤0.01%
+1,413
816
$14.9K ﹤0.01%
+52
817
$14.9K ﹤0.01%
+55
818
$14.6K ﹤0.01%
160
-5,325
819
$14.6K ﹤0.01%
+136
820
$14.4K ﹤0.01%
+108
821
$14.4K ﹤0.01%
+1,321
822
$14.4K ﹤0.01%
+100
823
$14.3K ﹤0.01%
+106
824
$14.2K ﹤0.01%
+1,040
825
$14.2K ﹤0.01%
+1,163
31 32
33
34 35