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
301
$315K 0.02%
3,711
+222
302
$313K 0.02%
10,788
+2,901
303
$309K 0.02%
8,241
-223
304
$307K 0.02%
1,843
+136
305
$307K 0.02%
1,452
+16
306
$306K 0.02%
1,631
+1
307
$304K 0.02%
6,024
-583
308
$304K 0.02%
21,197
-8,833
309
$304K 0.02%
6,086
-359
310
$302K 0.02%
1,145
+61
311
$299K 0.02%
6,035
-3,782
312
$298K 0.02%
813
-76
313
$291K 0.02%
4,828
-1,712
314
$291K 0.02%
5,600
315
$289K 0.02%
1,707
-200
316
$288K 0.02%
3,051
317
$286K 0.02%
1,394
-37
318
$286K 0.02%
2,722
-5,197
319
$286K 0.02%
3,271
+63
320
$285K 0.02%
5,770
-30
321
$285K 0.02%
2,943
+46
322
$284K 0.02%
5,621
-5
323
$283K 0.02%
+40,689
324
$282K 0.02%
5,183
+1,905
325
$277K 0.02%
1,288
+468
11 12
13
14 15