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
1151
$2.36K ﹤0.01%
+113
1152
$2.3K ﹤0.01%
+43
1153
$2.28K ﹤0.01%
+112
1154
$2.28K ﹤0.01%
+19
1155
$2.27K ﹤0.01%
+145
1156
$2.26K ﹤0.01%
+52
1157
$2.25K ﹤0.01%
+473
1158
$2.19K ﹤0.01%
+11
1159
$2.19K ﹤0.01%
+15
1160
$2.17K ﹤0.01%
+13
1161
$2.16K ﹤0.01%
+29
1162
$2.15K ﹤0.01%
+213
1163
$2.15K ﹤0.01%
+6
1164
$2.15K ﹤0.01%
+57
1165
$2.15K ﹤0.01%
+16
1166
$2.14K ﹤0.01%
+72
1167
$2.1K ﹤0.01%
+34
1168
$2.1K ﹤0.01%
+301
1169
$2.09K ﹤0.01%
+17
1170
$2.01K ﹤0.01%
114
-12,385
1171
$2.01K ﹤0.01%
+67
1172
$1.99K ﹤0.01%
+100
1173
$1.99K ﹤0.01%
+10
1174
$1.98K ﹤0.01%
+135
1175
$1.96K ﹤0.01%
+45
45 46
47
48 49