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
926
$8.51K ﹤0.01%
+472
927
$8.49K ﹤0.01%
+61
928
$8.39K ﹤0.01%
+80
929
$8.3K ﹤0.01%
+134
930
$8.29K ﹤0.01%
+258
931
$8.28K ﹤0.01%
+673
932
$8.26K ﹤0.01%
+30
933
$8.09K ﹤0.01%
+721
934
$8.09K ﹤0.01%
+104
935
$8K ﹤0.01%
+74
936
$7.99K ﹤0.01%
+341
937
$7.96K ﹤0.01%
+65
938
$7.93K ﹤0.01%
+165
939
$7.88K ﹤0.01%
+248
940
$7.88K ﹤0.01%
+113
941
$7.85K ﹤0.01%
+1,128
942
$7.76K ﹤0.01%
+102
943
$7.7K ﹤0.01%
+244
944
$7.58K ﹤0.01%
+98
945
$7.55K ﹤0.01%
+537
946
$7.47K ﹤0.01%
+64
947
$7.47K ﹤0.01%
+1,500
948
$7.45K ﹤0.01%
+393
949
$7.44K ﹤0.01%
+237
950
$7.36K ﹤0.01%
+64
36 37
38
39 40