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
251
$551K 0.04%
18,864
-694
252
$544K 0.04%
4,098
+33
253
$544K 0.04%
4,217
-91
254
$531K 0.03%
11,476
-672
255
$528K 0.03%
10,781
-9,321
256
$526K 0.03%
5,108
+211
257
$515K 0.03%
4,169
-231
258
$511K 0.03%
9,602
+430
259
$508K 0.03%
3,772
+11
260
$504K 0.03%
9,287
-184
261
$502K 0.03%
+17,176
262
$500K 0.03%
10,773
+1,113
263
$496K 0.03%
6,523
264
$488K 0.03%
+20,414
265
$488K 0.03%
6,304
-46
266
$480K 0.03%
7,122
-270
267
$479K 0.03%
1,501
-80
268
$475K 0.03%
1,331
+398
269
$465K 0.03%
5,515
+1,315
270
$463K 0.03%
17,109
-94
271
$461K 0.03%
694
+55
272
$457K 0.03%
4,868
-3
273
$455K 0.03%
+10,879
274
$445K 0.03%
2,625
+20
275
$443K 0.03%
+25,603
9 10
11
12 13