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
201
$576K 0.04%
6,981
202
$574K 0.04%
+23,480
203
$573K 0.04%
8,117
-2,096
204
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205
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20,497
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206
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2,578
-15
207
$564K 0.04%
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208
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11,183
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209
$554K 0.04%
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210
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892
211
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212
$535K 0.04%
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213
$534K 0.04%
5,203
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214
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10,308
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215
$533K 0.04%
5,432
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216
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217
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218
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219
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220
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4,024
-1,605
221
$511K 0.04%
10,674
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222
$509K 0.04%
1,744
-60
223
$508K 0.04%
4,246
+73
224
$507K 0.04%
6,881
-2
225
$506K 0.04%
4,990
+31
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9
10 11