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
1276
$632 ﹤0.01%
+10
1277
$610 ﹤0.01%
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1278
$601 ﹤0.01%
+50
1279
$601 ﹤0.01%
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1280
$596 ﹤0.01%
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1281
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1283
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1285
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1287
$466 ﹤0.01%
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1289
$458 ﹤0.01%
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1290
$443 ﹤0.01%
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1291
$425 ﹤0.01%
+100
1292
$415 ﹤0.01%
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1293
$398 ﹤0.01%
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1296
$347 ﹤0.01%
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1297
$345 ﹤0.01%
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1298
$340 ﹤0.01%
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1299
$320 ﹤0.01%
+14
1300
$315 ﹤0.01%
+50
50 51
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