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
1051
$4.41K ﹤0.01%
+40
1052
$4.4K ﹤0.01%
+53
1053
$4.38K ﹤0.01%
+100
1054
$4.34K ﹤0.01%
+8
1055
$4.34K ﹤0.01%
+42
1056
$4.33K ﹤0.01%
+16
1057
$4.24K ﹤0.01%
+118
1058
$4.22K ﹤0.01%
+68
1059
$4.18K ﹤0.01%
+1,503
1060
$4.17K ﹤0.01%
+399
1061
$4.17K ﹤0.01%
+158
1062
$4.15K ﹤0.01%
+276
1063
$4.14K ﹤0.01%
+135
1064
$4.13K ﹤0.01%
+48
1065
$4.13K ﹤0.01%
+200
1066
$4.12K ﹤0.01%
+1,358
1067
$4.11K ﹤0.01%
+195
1068
$4.11K ﹤0.01%
+91
1069
$4.1K ﹤0.01%
+200
1070
$4.08K ﹤0.01%
+303
1071
$4.08K ﹤0.01%
+4,386
1072
$4.07K ﹤0.01%
+224
1073
$4.07K ﹤0.01%
+285
1074
$4.06K ﹤0.01%
+195
1075
$4.01K ﹤0.01%
+40
41 42
43
44 45