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
1251
$867 ﹤0.01%
+23
1252
$860 ﹤0.01%
+4
1253
$843 ﹤0.01%
+16
1254
$837 ﹤0.01%
+356
1255
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+100
1256
$830 ﹤0.01%
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1257
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+20
1258
$798 ﹤0.01%
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1259
$795 ﹤0.01%
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+10
1261
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+10
1262
$755 ﹤0.01%
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1263
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+25
1264
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+11
1265
$745 ﹤0.01%
+20
1266
$742 ﹤0.01%
+45
1267
$738 ﹤0.01%
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$724 ﹤0.01%
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1270
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1271
$710 ﹤0.01%
+100
1272
$707 ﹤0.01%
+14
1273
$696 ﹤0.01%
+11
1274
$679 ﹤0.01%
+32
1275
$676 ﹤0.01%
+40
49 50
51
52 53