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
$705M
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$12.7M
3
+$5.98M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.85M
5
AAPL icon
Apple
AAPL
+$4.07M

Top Sells

1
+$6.18M
2
+$6.14M
3
+$6.05M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$4.38M
5
DNOV icon
FT Vest US Equity Deep Buffer ETF November
DNOV
+$2.46M

Sector Composition

1 Technology 10.36%
2 Healthcare 4.58%
3 Consumer Discretionary 4.27%
4 Communication Services 3.19%
5 Financials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$777K 0.11%
30,300
+15,497
127
$773K 0.11%
+3,229
128
$758K 0.11%
16,280
+5,764
129
$755K 0.11%
3,519
+2,109
130
$755K 0.11%
1,948
+50
131
$725K 0.1%
12,107
+7,777
132
$713K 0.1%
+405
133
$703K 0.1%
1,406
+154
134
$703K 0.1%
+28,701
135
$687K 0.1%
7,646
-178
136
$673K 0.1%
7,353
-355
137
$669K 0.09%
19,090
-3,480
138
$663K 0.09%
134
+1
139
$651K 0.09%
55,798
-6,617
140
$650K 0.09%
+4,024
141
$636K 0.09%
9,834
+736
142
$632K 0.09%
14,475
-1,296
143
$626K 0.09%
32,348
-668
144
$617K 0.09%
+6,676
145
$610K 0.09%
5,695
+2,479
146
$607K 0.09%
+20,107
147
$603K 0.09%
2,621
+76
148
$600K 0.09%
2,489
+4
149
$596K 0.08%
9,238
+4,424
150
$594K 0.08%
5,423
+185
4 5
6
7 8