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
301
$371K 0.02%
3,395
302
$370K 0.02%
+11,600
303
$369K 0.02%
6,883
-47
304
$364K 0.02%
941
-924
305
$363K 0.02%
+3,732
306
$360K 0.02%
15,318
+6
307
$360K 0.02%
887
-26
308
$359K 0.02%
1,474
+24
309
$357K 0.02%
6,818
+22
310
$357K 0.02%
+4,002
311
$354K 0.02%
3,165
-10
312
$352K 0.02%
3,490
-7,369
313
$349K 0.02%
3,720
-25
314
$348K 0.02%
13,031
+98
315
$344K 0.02%
5,517
-122
316
$339K 0.02%
5,950
-710
317
$339K 0.02%
2,820
-57
318
$338K 0.02%
12,350
+4,224
319
$337K 0.02%
2,274
+10
320
$334K 0.02%
+1,405
321
$331K 0.02%
4,381
+330
322
$331K 0.02%
6,364
+55
323
$327K 0.02%
3,096
+45
324
$326K 0.02%
1,010
-46
325
$325K 0.02%
17,246
-308
11 12
13
14 15