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
826
$14.2K ﹤0.01%
+1,306
827
$14.1K ﹤0.01%
+318
828
$14.1K ﹤0.01%
+216
829
$14K ﹤0.01%
+100
830
$13.8K ﹤0.01%
+300
831
$13.8K ﹤0.01%
+316
832
$13.8K ﹤0.01%
+264
833
$13.7K ﹤0.01%
+105
834
$13.7K ﹤0.01%
+111
835
$13.7K ﹤0.01%
+300
836
$13.6K ﹤0.01%
+2,389
837
$13.5K ﹤0.01%
+383
838
$13.4K ﹤0.01%
+264
839
$13.4K ﹤0.01%
+166
840
$13.4K ﹤0.01%
+722
841
$13.3K ﹤0.01%
+398
842
$13.1K ﹤0.01%
+651
843
$13K ﹤0.01%
+284
844
$13K ﹤0.01%
+32
845
$12.9K ﹤0.01%
+181
846
$12.9K ﹤0.01%
+457
847
$12.8K ﹤0.01%
+350
848
$12.6K ﹤0.01%
+235
849
$12.5K ﹤0.01%
+367
850
$12.5K ﹤0.01%
+434
32 33
34
35 36