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
$1.45B
AUM Growth
+$600M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$67.6M
2
+$50M
3
+$37.4M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$36.8M
5
VV icon
Vanguard Large-Cap ETF
VV
+$35.5M

Top Sells

1
+$15.5M
2
+$7.38M
3
+$2.38M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.09M
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$993K

Sector Composition

1 Technology 8.39%
2 Healthcare 4.38%
3 Consumer Discretionary 4.18%
4 Financials 3.07%
5 Communication Services 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.72M 0.12%
3,685
+2,196
127
$1.72M 0.12%
+47,791
128
$1.68M 0.12%
12,328
+2,879
129
$1.65M 0.11%
22,855
+9,821
130
$1.65M 0.11%
90,964
+83,921
131
$1.62M 0.11%
29,934
-4,032
132
$1.6M 0.11%
15,391
+4,846
133
$1.59M 0.11%
65,242
+32,812
134
$1.59M 0.11%
46,806
+17,450
135
$1.59M 0.11%
19,037
-3,949
136
$1.57M 0.11%
11,801
+2,110
137
$1.56M 0.11%
16,091
+2,366
138
$1.56M 0.11%
15,418
+1,620
139
$1.49M 0.1%
14,210
+3,838
140
$1.44M 0.1%
1,641
+478
141
$1.43M 0.1%
+38,523
142
$1.42M 0.1%
19,651
+10,347
143
$1.39M 0.1%
35,793
-13,133
144
$1.36M 0.09%
36,835
+20,185
145
$1.36M 0.09%
3,315
+1,362
146
$1.36M 0.09%
62,677
-9,244
147
$1.36M 0.09%
206,082
-3,597
148
$1.35M 0.09%
6,206
-2,902
149
$1.35M 0.09%
17,879
-14,456
150
$1.34M 0.09%
5,751
+2,695
4 5
6
7 8