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
151
$959K 0.07%
2,497
+862
152
$950K 0.07%
16,576
+25
153
$941K 0.07%
7,919
-3,057
154
$939K 0.07%
7,521
-72
155
$931K 0.07%
6,324
+547
156
$918K 0.07%
31,729
-843
157
$911K 0.07%
+19,598
158
$908K 0.07%
16,539
+37
159
$904K 0.07%
17,997
-18
160
$889K 0.07%
8,715
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161
$885K 0.07%
1,710
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162
$885K 0.07%
4,281
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163
$876K 0.07%
8,984
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164
$873K 0.07%
2,063
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165
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166
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167
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44,969
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168
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169
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28,909
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170
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12,155
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171
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+41,196
172
$811K 0.06%
33,626
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173
$786K 0.06%
27,659
+3,623
174
$779K 0.06%
23,393
-511
175
$777K 0.06%
6,954
-225
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7
8 9