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
$705M
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$12.7M
3
+$5.98M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.85M
5
AAPL icon
Apple
AAPL
+$4.07M

Top Sells

1
+$6.18M
2
+$6.14M
3
+$6.05M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$4.38M
5
DNOV icon
FT Vest US Equity Deep Buffer ETF November
DNOV
+$2.46M

Sector Composition

1 Technology 10.36%
2 Healthcare 4.58%
3 Consumer Discretionary 4.27%
4 Communication Services 3.19%
5 Financials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.1M 0.16%
42,763
+11,530
102
$1.06M 0.15%
+11,945
103
$1.04M 0.15%
4,668
+2,954
104
$1.01M 0.14%
9,102
+1,163
105
$1.01M 0.14%
+11,797
106
$1M 0.14%
+61,524
107
$987K 0.14%
+12,467
108
$982K 0.14%
4,195
+2,769
109
$950K 0.13%
5,380
+1,303
110
$947K 0.13%
20,839
+559
111
$944K 0.13%
8,760
-1,894
112
$941K 0.13%
6,643
+4,991
113
$940K 0.13%
5,679
+3,738
114
$928K 0.13%
29,380
+4,955
115
$919K 0.13%
28,566
-2,172
116
$893K 0.13%
+17,759
117
$881K 0.12%
+12,164
118
$873K 0.12%
14,976
-1,284
119
$867K 0.12%
15,064
-712
120
$866K 0.12%
+7,065
121
$828K 0.12%
3,908
+297
122
$815K 0.12%
33,166
+17,907
123
$811K 0.12%
21,006
+1,310
124
$806K 0.11%
8,380
-2,523
125
$799K 0.11%
+15,470
3 4
5
6 7