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
876
$11K ﹤0.01%
+125
877
$11K ﹤0.01%
+246
878
$11K ﹤0.01%
+112
879
$10.9K ﹤0.01%
+2,337
880
$10.9K ﹤0.01%
+450
881
$10.9K ﹤0.01%
+150
882
$10.9K ﹤0.01%
+278
883
$10.7K ﹤0.01%
+363
884
$10.4K ﹤0.01%
+149
885
$10.2K ﹤0.01%
+122
886
$10.2K ﹤0.01%
+42
887
$10.2K ﹤0.01%
+160
888
$10.1K ﹤0.01%
+90
889
$10.1K ﹤0.01%
+53
890
$10.1K ﹤0.01%
+89
891
$10K ﹤0.01%
+251
892
$9.98K ﹤0.01%
+74
893
$9.96K ﹤0.01%
+201
894
$9.81K ﹤0.01%
+1
895
$9.7K ﹤0.01%
+1,374
896
$9.69K ﹤0.01%
+193
897
$9.68K ﹤0.01%
+136
898
$9.67K ﹤0.01%
+313
899
$9.66K ﹤0.01%
+100
900
$9.64K ﹤0.01%
+520
34 35
36
37 38