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
$1.45B
AUM Growth
+$600M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$67.6M
2
+$50M
3
+$37.4M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$36.8M
5
VV icon
Vanguard Large-Cap ETF
VV
+$35.5M

Top Sells

1
+$15.5M
2
+$7.38M
3
+$2.38M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.09M
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$993K

Sector Composition

1 Technology 8.39%
2 Healthcare 4.38%
3 Consumer Discretionary 4.18%
4 Financials 3.07%
5 Communication Services 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.37M 0.16%
24,764
+12,122
102
$2.32M 0.16%
16,028
+2,985
103
$2.32M 0.16%
15,178
+9,431
104
$2.26M 0.16%
57,030
+35,407
105
$2.25M 0.16%
55,577
+6,388
106
$2.21M 0.15%
42,523
+19,382
107
$2.2M 0.15%
47,300
-926
108
$2.19M 0.15%
6,042
+1,591
109
$2.16M 0.15%
12,224
+5,527
110
$2.15M 0.15%
14,526
+3,365
111
$2.15M 0.15%
22,149
+2,186
112
$2.13M 0.15%
44,730
+17,283
113
$2.08M 0.14%
12,442
+5,039
114
$2.04M 0.14%
11,589
+6,014
115
$2.02M 0.14%
8,667
+4,697
116
$1.91M 0.13%
24,670
+12,165
117
$1.9M 0.13%
17,774
+8,390
118
$1.88M 0.13%
11,557
+9,977
119
$1.88M 0.13%
10,681
+80
120
$1.84M 0.13%
28,448
+2,362
121
$1.83M 0.13%
40,081
+19,927
122
$1.81M 0.12%
23,299
+11,919
123
$1.8M 0.12%
8,911
+4,109
124
$1.8M 0.12%
13,113
+9,343
125
$1.74M 0.12%
31,947
+8,230
3 4
5
6 7