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
$473M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$4.56M
3
+$3.93M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.18M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.25M

Top Sells

1
+$4.4M
2
+$3.24M
3
+$2.14M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.13M
5
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$2.09M

Sector Composition

1 Technology 6.58%
2 Healthcare 5.95%
3 Consumer Discretionary 4.07%
4 Financials 3.81%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$313K 0.07%
+4,681
227
$308K 0.07%
4,307
-2,766
228
$305K 0.06%
3,813
+25
229
$303K 0.06%
+20,293
230
$300K 0.06%
+5,000
231
$300K 0.06%
1,447
-34
232
$300K 0.06%
+9,591
233
$294K 0.06%
1,760
-67
234
$289K 0.06%
+6,105
235
$289K 0.06%
3,476
+141
236
$286K 0.06%
4,749
-1,526
237
$283K 0.06%
5,820
-7,428
238
$283K 0.06%
3,609
+765
239
$282K 0.06%
+2,174
240
$279K 0.06%
10,377
+88
241
$276K 0.06%
4,761
+789
242
$275K 0.06%
4,600
243
$274K 0.06%
3,557
-68
244
$271K 0.06%
1,063
245
$267K 0.06%
3,238
246
$266K 0.06%
+2,475
247
$265K 0.06%
2,871
248
$258K 0.05%
2,401
-2,303
249
$257K 0.05%
+4,136
250
$256K 0.05%
3,064
-28
8 9
10
11 12