JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.71B
1-Year Est. Return 20.28%
This Quarter Est. Return
1 Year Est. Return
+20.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$2.48M
3
+$2.27M
4
ORCL icon
Oracle
ORCL
+$2.09M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.89M

Top Sells

1
+$1.97M
2
+$1.78M
3
+$1.68M
4
PFE icon
Pfizer
PFE
+$1.59M
5
DG icon
Dollar General
DG
+$1.35M

Sector Composition

1 Technology 15.42%
2 Consumer Discretionary 5.46%
3 Financials 4.37%
4 Communication Services 4.2%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$647K 0.04%
72,484
-15,684
227
$636K 0.04%
15,571
+115
228
$610K 0.04%
13,300
+71
229
$610K 0.04%
8,659
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230
$606K 0.04%
+14,510
231
$602K 0.04%
+11,526
232
$601K 0.04%
7,426
+1,207
233
$595K 0.04%
+2,580
234
$593K 0.04%
4,091
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235
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2,665
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236
$588K 0.04%
8,599
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237
$583K 0.04%
+21,842
238
$583K 0.04%
+10,864
239
$583K 0.04%
5,618
-4
240
$580K 0.04%
8,232
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241
$580K 0.04%
16,835
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242
$579K 0.04%
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243
$576K 0.04%
3,692
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244
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3,565
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245
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3,849
+115
246
$563K 0.04%
12,682
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247
$563K 0.04%
2,010
-83
248
$562K 0.04%
33,612
+1,656
249
$557K 0.04%
17,067
-716
250
$554K 0.04%
11,204
-330
8 9
10
11 12