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
951
$7.33K ﹤0.01%
+26
952
$7.33K ﹤0.01%
+499
953
$7.32K ﹤0.01%
+79
954
$7.31K ﹤0.01%
+127
955
$7.28K ﹤0.01%
+87
956
$7.27K ﹤0.01%
+76
957
$7.26K ﹤0.01%
+530
958
$7.25K ﹤0.01%
+67
959
$7.24K ﹤0.01%
+41
960
$7.23K ﹤0.01%
+106
961
$7.15K ﹤0.01%
+31
962
$7.11K ﹤0.01%
+184
963
$7.03K ﹤0.01%
+6,012
964
$7.02K ﹤0.01%
+550
965
$6.84K ﹤0.01%
+350
966
$6.84K ﹤0.01%
+896
967
$6.78K ﹤0.01%
+104
968
$6.76K ﹤0.01%
+213
969
$6.75K ﹤0.01%
+988
970
$6.66K ﹤0.01%
+141
971
$6.66K ﹤0.01%
+224
972
$6.61K ﹤0.01%
+235
973
$6.58K ﹤0.01%
+252
974
$6.58K ﹤0.01%
+240
975
$6.55K ﹤0.01%
+134
37 38
39
40 41