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
1201
$1.52K ﹤0.01%
+20
1202
$1.52K ﹤0.01%
+3
1203
$1.51K ﹤0.01%
+320
1204
$1.48K ﹤0.01%
+83
1205
$1.47K ﹤0.01%
+50
1206
$1.45K ﹤0.01%
+56
1207
$1.45K ﹤0.01%
+5
1208
$1.42K ﹤0.01%
+325
1209
$1.4K ﹤0.01%
+6
1210
$1.39K ﹤0.01%
+21
1211
$1.37K ﹤0.01%
+122
1212
$1.34K ﹤0.01%
+13
1213
$1.34K ﹤0.01%
+50
1214
$1.33K ﹤0.01%
+113
1215
$1.31K ﹤0.01%
+8
1216
$1.28K ﹤0.01%
+143
1217
$1.25K ﹤0.01%
+75
1218
$1.23K ﹤0.01%
+20
1219
$1.23K ﹤0.01%
+11
1220
$1.22K ﹤0.01%
+75
1221
$1.22K ﹤0.01%
+7
1222
$1.19K ﹤0.01%
+12
1223
$1.17K ﹤0.01%
+3
1224
$1.17K ﹤0.01%
+9,717
1225
$1.15K ﹤0.01%
+44
47 48
49
50 51