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
901
$9.62K ﹤0.01%
+16
902
$9.57K ﹤0.01%
+62
903
$9.56K ﹤0.01%
+87
904
$9.56K ﹤0.01%
+292
905
$9.5K ﹤0.01%
+1,653
906
$9.45K ﹤0.01%
+76
907
$9.39K ﹤0.01%
+52
908
$9.35K ﹤0.01%
+725
909
$9.32K ﹤0.01%
+97
910
$9.31K ﹤0.01%
+44
911
$9.29K ﹤0.01%
+129
912
$9.28K ﹤0.01%
+10
913
$9.09K ﹤0.01%
+236
914
$9.02K ﹤0.01%
+207
915
$8.99K ﹤0.01%
+167
916
$8.98K ﹤0.01%
+209
917
$8.94K ﹤0.01%
+161
918
$8.89K ﹤0.01%
+463
919
$8.71K ﹤0.01%
+1,663
920
$8.64K ﹤0.01%
+216
921
$8.64K ﹤0.01%
+177
922
$8.58K ﹤0.01%
+100
923
$8.52K ﹤0.01%
+288
924
$8.51K ﹤0.01%
+138
925
$8.51K ﹤0.01%
+16
35 36
37
38 39