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
276
$319K 0.03%
+20,123
277
$319K 0.03%
+10,370
278
$318K 0.03%
4,340
+52
279
$315K 0.03%
+4,071
280
$312K 0.03%
4,380
281
$312K 0.03%
2,845
282
$302K 0.03%
10,909
-9,336
283
$298K 0.03%
17,371
+1,672
284
$285K 0.03%
12,363
+575
285
$281K 0.03%
637
+1
286
$278K 0.03%
+13,703
287
$278K 0.03%
1,455
+147
288
$276K 0.03%
1,618
-121
289
$275K 0.03%
1,128
+5
290
$274K 0.03%
1,272
+56
291
$274K 0.03%
2,829
+6
292
$272K 0.03%
562
-17
293
$269K 0.03%
+25,098
294
$267K 0.03%
+3,195
295
$265K 0.03%
3,108
296
$262K 0.03%
5,910
+11
297
$260K 0.03%
2,574
-265
298
$259K 0.03%
13,044
-1,929
299
$254K 0.02%
6,744
+31
300
$253K 0.02%
7,144
-1,013
10 11
12
13 14