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
176
$945K 0.07%
+6,531
177
$944K 0.07%
13,975
+6,774
178
$937K 0.06%
4,292
+950
179
$926K 0.06%
17,147
+9,037
180
$915K 0.06%
33,965
+20,939
181
$903K 0.06%
53,266
+3,338
182
$903K 0.06%
18,938
+2,780
183
$901K 0.06%
12,575
+8,200
184
$893K 0.06%
17,759
+14,024
185
$883K 0.06%
8,479
+4,229
186
$881K 0.06%
8,036
+3,973
187
$880K 0.06%
1,808
+721
188
$879K 0.06%
3,324
+1,615
189
$873K 0.06%
+14,976
190
$868K 0.06%
2,462
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191
$863K 0.06%
3,541
+1,541
192
$863K 0.06%
31,669
+2,486
193
$861K 0.06%
4,237
+788
194
$860K 0.06%
21,365
+8,944
195
$859K 0.06%
14,173
+2,358
196
$857K 0.06%
2,838
-161
197
$850K 0.06%
8,766
+5,921
198
$818K 0.06%
8,972
+5,925
199
$815K 0.06%
38,157
+25,887
200
$808K 0.06%
9,290
+6,746
6 7
8
9 10