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
$705M
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$12.7M
3
+$5.98M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.85M
5
AAPL icon
Apple
AAPL
+$4.07M

Top Sells

1
+$6.18M
2
+$6.14M
3
+$6.05M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$4.38M
5
DNOV icon
FT Vest US Equity Deep Buffer ETF November
DNOV
+$2.46M

Sector Composition

1 Technology 10.36%
2 Healthcare 4.58%
3 Consumer Discretionary 4.27%
4 Communication Services 3.19%
5 Financials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.6M 0.23%
23,475
-85
77
$1.55M 0.22%
24,971
-475
78
$1.5M 0.21%
37,372
+25,282
79
$1.48M 0.21%
6,816
+4,996
80
$1.46M 0.21%
9,972
+4,041
81
$1.46M 0.21%
+20,801
82
$1.44M 0.2%
+18,752
83
$1.44M 0.2%
10,416
-2,145
84
$1.4M 0.2%
+43,929
85
$1.39M 0.2%
9,140
+6,337
86
$1.35M 0.19%
30,278
+8,227
87
$1.35M 0.19%
34,435
-2,725
88
$1.24M 0.18%
21,092
+2,428
89
$1.24M 0.18%
5,939
+967
90
$1.22M 0.17%
+43,339
91
$1.22M 0.17%
17,185
-4,400
92
$1.21M 0.17%
10,212
-23
93
$1.2M 0.17%
7,112
+3,075
94
$1.17M 0.17%
35,428
+4,885
95
$1.17M 0.17%
6,482
-2,067
96
$1.17M 0.17%
+20,483
97
$1.15M 0.16%
14,751
+191
98
$1.15M 0.16%
14,861
-607
99
$1.14M 0.16%
23,751
+1,014
100
$1.12M 0.16%
3,651
+366
2 3
4
5 6