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
251
$437K 0.03%
14,327
-1,484
252
$434K 0.03%
5,196
253
$431K 0.03%
1,831
+2
254
$428K 0.03%
9,863
+9,099
255
$428K 0.03%
15,017
-1,758
256
$426K 0.03%
26,283
257
$418K 0.03%
6,991
+110
258
$413K 0.03%
3,277
-545
259
$408K 0.03%
11,348
-6,988
260
$407K 0.03%
20,801
-2,247
261
$405K 0.03%
2,605
-76
262
$397K 0.03%
4,299
-1,133
263
$393K 0.03%
2,845
264
$392K 0.03%
5,178
+3,402
265
$385K 0.03%
1,298
+2
266
$384K 0.03%
15,059
+4,724
267
$383K 0.03%
10,051
-1,132
268
$383K 0.03%
7,438
+2,029
269
$381K 0.03%
43,838
-6
270
$379K 0.03%
10,220
+9,473
271
$377K 0.03%
17,377
+9,614
272
$377K 0.03%
2,954
+43
273
$371K 0.03%
16,548
274
$371K 0.03%
242,500
+212,500
275
$370K 0.03%
14,033
+1,474
9 10
11
12 13