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
276
$367K 0.03%
4,070
-380
277
$361K 0.03%
3,896
+140
278
$360K 0.03%
15,309
+9,135
279
$358K 0.03%
1,618
-18
280
$357K 0.03%
5,078
+2,090
281
$357K 0.03%
13,805
-7,467
282
$355K 0.03%
11,673
-8,560
283
$353K 0.03%
2,611
-1,007
284
$353K 0.03%
3,395
285
$345K 0.03%
3,118
286
$341K 0.02%
17,177
+16,035
287
$339K 0.02%
+67,200
288
$339K 0.02%
17,383
+181
289
$332K 0.02%
6,340
-52
290
$329K 0.02%
6,798
-47
291
$328K 0.02%
2,446
+10
292
$328K 0.02%
7,633
+12
293
$326K 0.02%
1,113
+4
294
$325K 0.02%
3,550
-4,237
295
$325K 0.02%
6,039
+1,453
296
$324K 0.02%
65
297
$323K 0.02%
4,331
-29
298
$322K 0.02%
9,354
-36
299
$316K 0.02%
7,449
+533
300
$316K 0.02%
634
+1
10 11
12
13 14