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
976
$6.54K ﹤0.01%
+67
977
$6.52K ﹤0.01%
+79
978
$6.51K ﹤0.01%
+64
979
$6.5K ﹤0.01%
+54
980
$6.46K ﹤0.01%
+46
981
$6.42K ﹤0.01%
+699
982
$6.41K ﹤0.01%
+275
983
$6.31K ﹤0.01%
+21
984
$6.27K ﹤0.01%
+750
985
$6.27K ﹤0.01%
+313
986
$6.22K ﹤0.01%
+219
987
$6.16K ﹤0.01%
+89
988
$6.14K ﹤0.01%
+18
989
$6.11K ﹤0.01%
+167
990
$6.08K ﹤0.01%
+145
991
$6.08K ﹤0.01%
+23
992
$6.05K ﹤0.01%
+1,938
993
$6.01K ﹤0.01%
+324
994
$5.97K ﹤0.01%
+34
995
$5.96K ﹤0.01%
+150
996
$5.91K ﹤0.01%
+385
997
$5.84K ﹤0.01%
+157
998
$5.82K ﹤0.01%
+585
999
$5.73K ﹤0.01%
+117
1000
$5.72K ﹤0.01%
+100
38 39
40
41 42