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
301
$253K 0.02%
5,372
-816
302
$250K 0.02%
+12,813
303
$247K 0.02%
1,816
-1,355
304
$246K 0.02%
2,427
+7
305
$242K 0.02%
+1,633
306
$235K 0.02%
1,007
+4
307
$234K 0.02%
4,839
+61
308
$234K 0.02%
266
309
$233K 0.02%
3,045
-42
310
$231K 0.02%
10,450
-2,500
311
$230K 0.02%
10,335
-5,610
312
$227K 0.02%
4,455
+182
313
$227K 0.02%
+2,540
314
$224K 0.02%
962
-1
315
$222K 0.02%
+2,017
316
$218K 0.02%
+906
317
$218K 0.02%
+11,566
318
$217K 0.02%
+6,029
319
$213K 0.02%
3,554
-7,966
320
$212K 0.02%
+778
321
$211K 0.02%
+2,037
322
$211K 0.02%
+451
323
$210K 0.02%
777
-76
324
$210K 0.02%
+599
325
$209K 0.02%
+1,524
11 12
13
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