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
201
$799K 0.06%
+15,470
202
$795K 0.05%
26,493
+1,365
203
$794K 0.05%
24,463
+3,021
204
$788K 0.05%
+9,849
205
$780K 0.05%
7,886
+4,191
206
$766K 0.05%
3,048
-430
207
$758K 0.05%
5,541
+2,560
208
$751K 0.05%
13,589
+7,427
209
$750K 0.05%
1,770
+1,152
210
$737K 0.05%
24,724
+917
211
$734K 0.05%
14,536
+5,884
212
$726K 0.05%
19,776
+1,000
213
$725K 0.05%
+12,107
214
$723K 0.05%
10,713
+5,473
215
$721K 0.05%
5,389
+754
216
$706K 0.05%
12,220
+7,034
217
$696K 0.05%
1,361
+688
218
$688K 0.05%
28,098
+12,617
219
$679K 0.05%
4,509
+2,007
220
$678K 0.05%
25,777
+12,971
221
$667K 0.05%
12,737
+5,952
222
$665K 0.05%
9,138
+5,490
223
$663K 0.05%
+134
224
$658K 0.05%
25,143
+1,418
225
$658K 0.05%
4,288
+2,693
7 8
9
10 11