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
1026
$5.06K ﹤0.01%
+220
1027
$5.01K ﹤0.01%
+19
1028
$4.99K ﹤0.01%
+108
1029
$4.99K ﹤0.01%
+325
1030
$4.98K ﹤0.01%
+204
1031
$4.91K ﹤0.01%
+14
1032
$4.88K ﹤0.01%
+232
1033
$4.87K ﹤0.01%
+1,000
1034
$4.84K ﹤0.01%
+215
1035
$4.83K ﹤0.01%
+107
1036
$4.83K ﹤0.01%
+300
1037
$4.81K ﹤0.01%
+58
1038
$4.77K ﹤0.01%
+100
1039
$4.76K ﹤0.01%
+95
1040
$4.76K ﹤0.01%
+890
1041
$4.76K ﹤0.01%
+250
1042
$4.76K ﹤0.01%
+216
1043
$4.65K ﹤0.01%
+300
1044
$4.64K ﹤0.01%
+50
1045
$4.58K ﹤0.01%
+359
1046
$4.51K ﹤0.01%
+48
1047
$4.51K ﹤0.01%
+250
1048
$4.51K ﹤0.01%
+154
1049
$4.45K ﹤0.01%
+214
1050
$4.43K ﹤0.01%
+185
40 41
42
43 44