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
251
$255K 0.05%
2,307
+7
252
$254K 0.05%
3,573
-321
253
$251K 0.05%
1,415
-103
254
$250K 0.05%
6,349
255
$248K 0.05%
1,523
-1,051
256
$240K 0.05%
3,415
-666
257
$238K 0.05%
+5,023
258
$238K 0.05%
2,979
+30
259
$237K 0.05%
2,012
-538
260
$236K 0.05%
+9,316
261
$236K 0.05%
+9,310
262
$235K 0.05%
+2,489
263
$235K 0.05%
694
+6
264
$235K 0.05%
+9,315
265
$234K 0.05%
3,844
+8
266
$233K 0.05%
+1,082
267
$231K 0.05%
2,690
+16
268
$230K 0.05%
2,331
+7
269
$230K 0.05%
4,934
+50
270
$228K 0.05%
2,881
+25
271
$223K 0.05%
2,013
-3,257
272
$223K 0.05%
+2,045
273
$223K 0.05%
8,961
274
$221K 0.05%
3,918
275
$220K 0.05%
7,810
+79
9 10
11
12 13