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
1126
$2.8K ﹤0.01%
+60
1127
$2.8K ﹤0.01%
+110
1128
$2.79K ﹤0.01%
+223
1129
$2.76K ﹤0.01%
+8
1130
$2.75K ﹤0.01%
+65
1131
$2.74K ﹤0.01%
+21
1132
$2.65K ﹤0.01%
+218
1133
$2.61K ﹤0.01%
+300
1134
$2.6K ﹤0.01%
+100
1135
$2.59K ﹤0.01%
+27
1136
$2.58K ﹤0.01%
+12
1137
$2.56K ﹤0.01%
+41
1138
$2.56K ﹤0.01%
+13
1139
$2.54K ﹤0.01%
+22
1140
$2.53K ﹤0.01%
+5
1141
$2.52K ﹤0.01%
+738
1142
$2.49K ﹤0.01%
+150
1143
$2.48K ﹤0.01%
+12
1144
$2.45K ﹤0.01%
+12
1145
$2.43K ﹤0.01%
+46
1146
$2.41K ﹤0.01%
+48
1147
$2.41K ﹤0.01%
+133
1148
$2.4K ﹤0.01%
+200
1149
$2.37K ﹤0.01%
+13
1150
$2.37K ﹤0.01%
+61
44 45
46
47 48