JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.67B
1-Year Est. Return 22.71%
This Quarter Est. Return
1 Year Est. Return
+22.71%
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
276
$220K 0.05%
4,691
-226
277
$220K 0.05%
1,413
+4
278
$217K 0.05%
2,720
+24
279
$214K 0.05%
6,938
-7,388
280
$213K 0.05%
3,808
-424
281
$212K 0.04%
+1,631
282
$212K 0.04%
+3,112
283
$211K 0.04%
470
-1,490
284
$207K 0.04%
4,109
-5,837
285
$206K 0.04%
+997
286
$205K 0.04%
3,907
-11,566
287
$204K 0.04%
+3,356
288
$203K 0.04%
942
-1,747
289
$203K 0.04%
+2,894
290
$202K 0.04%
3,684
291
$202K 0.04%
+2,808
292
$202K 0.04%
+631
293
$201K 0.04%
+1,426
294
$188K 0.04%
8,203
-1,285
295
$159K 0.03%
2,980
+54
296
$129K 0.03%
+14,205
297
$35K 0.01%
2,584
298
$34K 0.01%
18,436
299
$1K ﹤0.01%
24,354
300
– –
-3,875
10 11
12
13 14