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
1301
$310 ﹤0.01%
+10
1302
$297 ﹤0.01%
+10
1303
$289 ﹤0.01%
+7
1304
$274 ﹤0.01%
+42
1305
$267 ﹤0.01%
+5
1306
$266 ﹤0.01%
+13,368
1307
$260 ﹤0.01%
+25
1308
$247 ﹤0.01%
+8
1309
$243 ﹤0.01%
+2
1310
$240 ﹤0.01%
+4
1311
$201 ﹤0.01%
+10
1312
$189 ﹤0.01%
+16
1313
$186 ﹤0.01%
+105
1314
$185 ﹤0.01%
+16
1315
$180 ﹤0.01%
+4
1316
$176 ﹤0.01%
+10
1317
$170 ﹤0.01%
+100
1318
$165 ﹤0.01%
+8
1319
$154 ﹤0.01%
+1
1320
$144 ﹤0.01%
+5
1321
$144 ﹤0.01%
+8
1322
$126 ﹤0.01%
+10
1323
$98 ﹤0.01%
+3
1324
$78 ﹤0.01%
+3
1325
$77 ﹤0.01%
+19
51 52
53
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