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
101
$1.74M 0.13%
14,327
+91
102
$1.74M 0.13%
22,192
+19,101
103
$1.65M 0.12%
56,411
+14,741
104
$1.64M 0.12%
5,019
-33
105
$1.63M 0.12%
5,050
+99
106
$1.56M 0.12%
15,476
+1,273
107
$1.54M 0.12%
24,329
-403
108
$1.54M 0.12%
30,115
+362
109
$1.43M 0.11%
14,676
-36
110
$1.43M 0.11%
2,883
-79
111
$1.4M 0.11%
6,959
+80
112
$1.39M 0.11%
7,047
+22
113
$1.37M 0.1%
1,928
-105
114
$1.37M 0.1%
6,577
-99
115
$1.35M 0.1%
74,377
+8,755
116
$1.31M 0.1%
31,477
+341
117
$1.28M 0.1%
21,639
-3,600
118
$1.28M 0.1%
7,807
-493
119
$1.27M 0.1%
28,371
+9,151
120
$1.27M 0.1%
4,976
-1,170
121
$1.26M 0.1%
22,357
+99
122
$1.25M 0.09%
20,483
123
$1.23M 0.09%
24,418
-2,846
124
$1.22M 0.09%
32,836
+1,648
125
$1.22M 0.09%
23,850
+7,142
3 4
5
6 7