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
1001
$5.66K ﹤0.01%
+109
1002
$5.66K ﹤0.01%
+111
1003
$5.63K ﹤0.01%
+39
1004
$5.62K ﹤0.01%
+23
1005
$5.62K ﹤0.01%
+361
1006
$5.58K ﹤0.01%
+100
1007
$5.55K ﹤0.01%
+90
1008
$5.52K ﹤0.01%
+25
1009
$5.51K ﹤0.01%
+66
1010
$5.48K ﹤0.01%
+615
1011
$5.47K ﹤0.01%
+3,110
1012
$5.46K ﹤0.01%
+120
1013
$5.45K ﹤0.01%
+158
1014
$5.41K ﹤0.01%
+39
1015
$5.36K ﹤0.01%
+400
1016
$5.33K ﹤0.01%
+109
1017
$5.32K ﹤0.01%
+31
1018
$5.32K ﹤0.01%
+1,142
1019
$5.31K ﹤0.01%
+103
1020
$5.27K ﹤0.01%
+128
1021
$5.22K ﹤0.01%
+765
1022
$5.18K ﹤0.01%
+23
1023
$5.18K ﹤0.01%
+1,580
1024
$5.16K ﹤0.01%
+52
1025
$5.11K ﹤0.01%
+101
39 40
41
42 43