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
1176
$1.96K ﹤0.01%
+200
1177
$1.94K ﹤0.01%
+10
1178
$1.94K ﹤0.01%
+10
1179
$1.94K ﹤0.01%
+200
1180
$1.93K ﹤0.01%
+591
1181
$1.92K ﹤0.01%
+100
1182
$1.9K ﹤0.01%
+40
1183
$1.78K ﹤0.01%
+10
1184
$1.76K ﹤0.01%
+14
1185
$1.76K ﹤0.01%
+825
1186
$1.75K ﹤0.01%
+18
1187
$1.74K ﹤0.01%
+16
1188
$1.71K ﹤0.01%
+50
1189
$1.71K ﹤0.01%
+27
1190
$1.7K ﹤0.01%
+20
1191
$1.68K ﹤0.01%
+106
1192
$1.67K ﹤0.01%
+17
1193
$1.62K ﹤0.01%
+5
1194
$1.62K ﹤0.01%
+100
1195
$1.62K ﹤0.01%
+23
1196
$1.6K ﹤0.01%
+66
1197
$1.58K ﹤0.01%
+63
1198
$1.55K ﹤0.01%
+8
1199
$1.55K ﹤0.01%
+80
1200
$1.54K ﹤0.01%
+25
46 47
48
49 50