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
$705M
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$12.7M
3
+$5.98M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.85M
5
AAPL icon
Apple
AAPL
+$4.07M

Top Sells

1
+$6.18M
2
+$6.14M
3
+$6.05M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$4.38M
5
DNOV icon
FT Vest US Equity Deep Buffer ETF November
DNOV
+$2.46M

Sector Composition

1 Technology 10.36%
2 Healthcare 4.58%
3 Consumer Discretionary 4.27%
4 Communication Services 3.19%
5 Financials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$378K 0.05%
1,625
+602
202
$378K 0.05%
10,278
+51
203
$377K 0.05%
2,543
-880
204
$366K 0.05%
9,161
-2,081
205
$363K 0.05%
+4,522
206
$347K 0.05%
+1,410
207
$345K 0.05%
+1,956
208
$343K 0.05%
3,736
+512
209
$340K 0.05%
+903
210
$337K 0.05%
+2,692
211
$337K 0.05%
+7,691
212
$336K 0.05%
2,132
-38,954
213
$335K 0.05%
17,725
-574
214
$334K 0.05%
12,806
-3,773
215
$329K 0.05%
+7,520
216
$325K 0.05%
9,293
+3,791
217
$325K 0.05%
+4,324
218
$324K 0.05%
22,284
+10,067
219
$321K 0.05%
3,503
+3
220
$311K 0.04%
+3,367
221
$311K 0.04%
+2,392
222
$307K 0.04%
2,745
-868
223
$305K 0.04%
+2,075
224
$305K 0.04%
+18,396
225
$304K 0.04%
14,481
+2,301
7 8
9
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