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
176
$757K 0.06%
3,874
-75
177
$756K 0.06%
6,846
178
$751K 0.06%
6,061
-846
179
$750K 0.06%
+33,956
180
$746K 0.06%
7,787
+87
181
$734K 0.06%
9,404
+100
182
$725K 0.05%
15,803
+195
183
$709K 0.05%
2,591
-27
184
$704K 0.05%
2,185
+309
185
$683K 0.05%
17,452
-19,622
186
$680K 0.05%
1,077
-61
187
$675K 0.05%
17,221
-6,108
188
$667K 0.05%
8,259
-94
189
$655K 0.05%
+18,336
190
$653K 0.05%
+8,366
191
$650K 0.05%
2,400
+10
192
$642K 0.05%
20,233
+4,114
193
$637K 0.05%
30,427
+68
194
$634K 0.05%
4,457
-117
195
$625K 0.05%
16,992
-412
196
$624K 0.05%
24,968
-88
197
$621K 0.05%
19,942
-4,139
198
$614K 0.05%
+792
199
$605K 0.05%
3,925
+4
200
$587K 0.04%
+27,225
6 7
8
9 10