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
76
$2.67M 0.2%
14,890
-233
77
$2.64M 0.2%
32,687
+1,210
78
$2.6M 0.2%
+57,103
79
$2.53M 0.19%
13,398
+1,729
80
$2.49M 0.19%
20,534
+725
81
$2.48M 0.19%
59,792
+31,954
82
$2.39M 0.18%
27,215
+174
83
$2.34M 0.18%
25,820
+110
84
$2.32M 0.18%
323,656
-8,130
85
$2.29M 0.17%
27,005
86
$2.25M 0.17%
+56,277
87
$2.24M 0.17%
17,672
88
$2.17M 0.16%
12,738
+6
89
$2.16M 0.16%
12,762
-89
90
$2.14M 0.16%
5,346
-383
91
$2.06M 0.16%
17,869
+532
92
$2.05M 0.16%
12,590
-428
93
$2.01M 0.15%
17,163
+4,496
94
$1.96M 0.15%
27,296
-4,847
95
$1.82M 0.14%
74,520
+45,062
96
$1.79M 0.14%
15,199
+552
97
$1.77M 0.13%
10,133
+2,077
98
$1.77M 0.13%
8,938
+775
99
$1.75M 0.13%
79,521
-1,246
100
$1.74M 0.13%
30,388
+188
2 3
4
5 6