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
$1.03B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$9.51M
2
+$5.97M
3
+$3.99M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$3.9M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.62M

Top Sells

1
+$12.2M
2
+$4.82M
3
+$3.84M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.84M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.81M

Sector Composition

1 Technology 13.34%
2 Consumer Discretionary 5.6%
3 Financials 3.69%
4 Healthcare 3.35%
5 Industrials 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$381K 0.04%
13,699
-8,121
252
$367K 0.04%
16,338
-3,305
253
$360K 0.04%
3,105
-747
254
$359K 0.04%
17,623
-102
255
$354K 0.03%
22,327
+117
256
$354K 0.03%
2,660
+22
257
$350K 0.03%
17,158
-941
258
$348K 0.03%
11,645
-9
259
$348K 0.03%
583
+29
260
$343K 0.03%
11,104
+1,451
261
$342K 0.03%
2,713
+251
262
$341K 0.03%
2,635
+62
263
$340K 0.03%
13,100
+1,634
264
$340K 0.03%
+8,681
265
$340K 0.03%
28,731
+6,883
266
$339K 0.03%
15,583
-3,136
267
$333K 0.03%
4,147
-1,513
268
$333K 0.03%
2,016
+53
269
$329K 0.03%
15,500
-6,000
270
$328K 0.03%
2,509
+11
271
$323K 0.03%
+3,529
272
$322K 0.03%
+6,457
273
$322K 0.03%
2,859
+19
274
$321K 0.03%
3,783
-266
275
$319K 0.03%
23,145
+679
9 10
11
12 13