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
$1.38B
AUM Growth
+$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,374
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$3.04M
3
+$2.71M
4
DG icon
Dollar General
DG
+$2.7M
5
JCI icon
Johnson Controls International
JCI
+$2.57M

Top Sells

1
+$19M
2
+$2.32M
3
+$1.19M
4
NVDA icon
NVIDIA
NVDA
+$1.11M
5
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$1.07M

Sector Composition

1 Technology 16.18%
2 Consumer Discretionary 7%
3 Financials 4.61%
4 Communication Services 4.25%
5 Industrials 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$503K 0.04%
5,693
+239
227
$500K 0.04%
794
+2
228
$498K 0.04%
1,804
-1,602
229
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18,038
+419
230
$489K 0.04%
4,090
+2
231
$488K 0.04%
+18,222
232
$488K 0.04%
10,198
-823
233
$481K 0.03%
3,648
-78
234
$480K 0.03%
10,901
+227
235
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9,410
+578
236
$477K 0.03%
5,170
-33
237
$476K 0.03%
6,342
+6,081
238
$473K 0.03%
+9,367
239
$472K 0.03%
907
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240
$470K 0.03%
15,215
241
$468K 0.03%
5,956
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242
$467K 0.03%
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6,220
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244
$464K 0.03%
4,110
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245
$463K 0.03%
3,829
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246
$460K 0.03%
17,783
+160
247
$456K 0.03%
6,523
-25
248
$448K 0.03%
9,394
+9,013
249
$443K 0.03%
7,350
+2,397
250
$439K 0.03%
19,023
+17,023
8 9
10
11 12