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
1101
$3.34K ﹤0.01%
+151
1102
$3.3K ﹤0.01%
+50
1103
$3.29K ﹤0.01%
+540
1104
$3.27K ﹤0.01%
+99
1105
$3.27K ﹤0.01%
+12
1106
$3.25K ﹤0.01%
+129
1107
$3.24K ﹤0.01%
+26
1108
$3.22K ﹤0.01%
+123
1109
$3.18K ﹤0.01%
+100
1110
$3.17K ﹤0.01%
+273
1111
$3.11K ﹤0.01%
+132
1112
$3.11K ﹤0.01%
+200
1113
$3.09K ﹤0.01%
+73
1114
$3.03K ﹤0.01%
+6
1115
$3.02K ﹤0.01%
+42
1116
$3.02K ﹤0.01%
+36
1117
$3.02K ﹤0.01%
+200
1118
$3.01K ﹤0.01%
+150
1119
$2.96K ﹤0.01%
+24
1120
$2.92K ﹤0.01%
+25
1121
$2.86K ﹤0.01%
+84
1122
$2.83K ﹤0.01%
+50
1123
$2.82K ﹤0.01%
+6
1124
$2.81K ﹤0.01%
+10
1125
$2.81K ﹤0.01%
+147
43 44
45
46 47