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
851
$12.4K ﹤0.01%
+204
852
$12.4K ﹤0.01%
+410
853
$12.4K ﹤0.01%
+100
854
$12.3K ﹤0.01%
+520
855
$12.3K ﹤0.01%
+21
856
$12.3K ﹤0.01%
+100
857
$12.3K ﹤0.01%
+2,552
858
$12.3K ﹤0.01%
+28
859
$12.2K ﹤0.01%
+69
860
$12.1K ﹤0.01%
+54
861
$12.1K ﹤0.01%
+60
862
$11.9K ﹤0.01%
+40
863
$11.9K ﹤0.01%
+303
864
$11.7K ﹤0.01%
+400
865
$11.5K ﹤0.01%
+575
866
$11.5K ﹤0.01%
+20
867
$11.3K ﹤0.01%
+384
868
$11.3K ﹤0.01%
+9,050
869
$11.3K ﹤0.01%
+114
870
$11.2K ﹤0.01%
+111
871
$11.2K ﹤0.01%
+43
872
$11.2K ﹤0.01%
+120
873
$11.1K ﹤0.01%
+390
874
$11.1K ﹤0.01%
+100
875
$11.1K ﹤0.01%
+246
33 34
35
36 37