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
151
$1.29M 0.09%
28,614
+14,325
152
$1.29M 0.09%
5,014
+2,492
153
$1.26M 0.09%
41,275
-108
154
$1.25M 0.09%
8,426
+4,389
155
$1.24M 0.09%
13,245
+3,512
156
$1.23M 0.08%
64,696
+32,348
157
$1.22M 0.08%
+17,185
158
$1.22M 0.08%
39,783
+3,257
159
$1.22M 0.08%
18,190
+6,183
160
$1.17M 0.08%
+35,428
161
$1.17M 0.08%
35,955
+28,940
162
$1.16M 0.08%
7,915
+3,919
163
$1.15M 0.08%
10,189
+1,046
164
$1.06M 0.07%
17,457
+7,569
165
$1.05M 0.07%
18,234
+9,120
166
$1.04M 0.07%
2,699
+1,563
167
$1.04M 0.07%
13,630
+536
168
$1.04M 0.07%
26,772
+18,505
169
$1.02M 0.07%
86,129
+30,683
170
$1.01M 0.07%
+9,102
171
$993K 0.07%
10,321
+547
172
$961K 0.07%
7,420
+3,568
173
$960K 0.07%
8,053
+4,178
174
$954K 0.07%
889
+488
175
$949K 0.07%
17,850
+8,940
5 6
7
8 9