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
$1.45B
AUM Growth
+$600M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$67.6M
2
+$50M
3
+$37.4M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$36.8M
5
VV icon
Vanguard Large-Cap ETF
VV
+$35.5M

Top Sells

1
+$15.5M
2
+$7.38M
3
+$2.38M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.09M
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$993K

Sector Composition

1 Technology 8.39%
2 Healthcare 4.38%
3 Consumer Discretionary 4.18%
4 Financials 3.07%
5 Communication Services 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.52M 0.24%
60,384
+49,551
77
$3.51M 0.24%
18,814
+8,488
78
$3.41M 0.24%
23,241
+13,719
79
$3.4M 0.23%
47,574
+21,021
80
$3.39M 0.23%
59,431
+17,530
81
$3.36M 0.23%
58,087
+23,291
82
$3.32M 0.23%
90,938
+47,197
83
$3.22M 0.22%
11,871
+5,674
84
$3.21M 0.22%
9,729
+4,357
85
$3.19M 0.22%
52,094
+19,761
86
$3.16M 0.22%
25,220
+3,420
87
$3.02M 0.21%
55,648
+26,237
88
$2.86M 0.2%
120,979
-42,010
89
$2.86M 0.2%
10,281
+198
90
$2.66M 0.18%
+100,502
91
$2.66M 0.18%
12,414
+6,140
92
$2.63M 0.18%
41,816
+15,374
93
$2.6M 0.18%
22,529
+7,521
94
$2.55M 0.18%
32,031
+10,654
95
$2.52M 0.17%
37,277
+13,024
96
$2.51M 0.17%
21,499
+12,570
97
$2.49M 0.17%
25,185
+6,528
98
$2.47M 0.17%
40,966
+20,483
99
$2.46M 0.17%
46,471
+7,760
100
$2.42M 0.17%
15,948
+477
2 3
4
5 6