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
1226
$1.14K ﹤0.01%
+46
1227
$1.14K ﹤0.01%
+59
1228
$1.1K ﹤0.01%
+14
1229
$1.09K ﹤0.01%
+8
1230
$1.09K ﹤0.01%
+161
1231
$1.08K ﹤0.01%
+36
1232
$1.08K ﹤0.01%
+2
1233
$1.07K ﹤0.01%
+23
1234
$1.06K ﹤0.01%
+152
1235
$1.06K ﹤0.01%
+189
1236
$1.06K ﹤0.01%
+47
1237
$1.05K ﹤0.01%
+17
1238
$1.04K ﹤0.01%
+5
1239
$1.04K ﹤0.01%
+26
1240
$1.02K ﹤0.01%
+400
1241
$1.01K ﹤0.01%
+53
1242
$992 ﹤0.01%
+1,000
1243
$991 ﹤0.01%
+72
1244
$975 ﹤0.01%
+107
1245
$952 ﹤0.01%
+13
1246
$950 ﹤0.01%
+71
1247
$946 ﹤0.01%
+71
1248
$941 ﹤0.01%
+294
1249
$894 ﹤0.01%
+10
1250
$880 ﹤0.01%
+20
48 49
50
51 52