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
276
$443K 0.03%
13,920
277
$440K 0.03%
2,501
+394
278
$432K 0.03%
4,515
+13
279
$430K 0.03%
2,845
280
$429K 0.03%
1,741
-520
281
$429K 0.03%
7,582
-658
282
$413K 0.03%
3,979
+339
283
$409K 0.03%
19,614
284
$409K 0.03%
+5,924
285
$408K 0.03%
23,153
-588
286
$408K 0.03%
1,802
+149
287
$401K 0.03%
8,470
-275
288
$400K 0.03%
16,991
289
$397K 0.03%
+7,897
290
$394K 0.03%
+10,903
291
$393K 0.03%
+16,058
292
$393K 0.03%
+13,011
293
$388K 0.03%
1,774
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294
$387K 0.03%
9,007
-273
295
$385K 0.03%
11,994
-3,221
296
$383K 0.03%
4,429
-1
297
$382K 0.03%
11,583
-1,846
298
$377K 0.02%
3,118
299
$373K 0.02%
53,742
-87
300
$373K 0.02%
2,979
+8
10 11
12
13 14