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
1076
$3.98K ﹤0.01%
+19
1077
$3.94K ﹤0.01%
+200
1078
$3.92K ﹤0.01%
+94
1079
$3.91K ﹤0.01%
+200
1080
$3.91K ﹤0.01%
+44
1081
$3.9K ﹤0.01%
+59
1082
$3.81K ﹤0.01%
+100
1083
$3.78K ﹤0.01%
46
-5,302
1084
$3.77K ﹤0.01%
+104
1085
$3.77K ﹤0.01%
+78
1086
$3.76K ﹤0.01%
+26
1087
$3.71K ﹤0.01%
+173
1088
$3.71K ﹤0.01%
+92
1089
$3.69K ﹤0.01%
+129
1090
$3.62K ﹤0.01%
+209
1091
$3.61K ﹤0.01%
+33
1092
$3.6K ﹤0.01%
+297
1093
$3.6K ﹤0.01%
+38
1094
$3.5K ﹤0.01%
+13
1095
$3.41K ﹤0.01%
+108
1096
$3.41K ﹤0.01%
+100
1097
$3.37K ﹤0.01%
+315
1098
$3.35K ﹤0.01%
+40
1099
$3.35K ﹤0.01%
+50
1100
$3.34K ﹤0.01%
+64
42 43
44
45 46