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
326
$273K 0.02%
5,862
-234
327
$272K 0.02%
+2,025
328
$272K 0.02%
579
329
$268K 0.02%
2,764
+6
330
$266K 0.02%
2,514
+57
331
$265K 0.02%
4,312
+4,264
332
$264K 0.02%
5,527
-28
333
$261K 0.02%
1,150
-47
334
$258K 0.02%
2,177
-184
335
$255K 0.02%
+16,750
336
$254K 0.02%
404
+1
337
$253K 0.02%
8,116
338
$250K 0.02%
1,528
+2
339
$249K 0.02%
4,775
+420
340
$247K 0.02%
3,847
-419
341
$246K 0.02%
3,857
+780
342
$246K 0.02%
5,046
+51
343
$245K 0.02%
8,113
+1,007
344
$245K 0.02%
2,884
345
$240K 0.02%
8,585
-656
346
$240K 0.02%
1,815
+1
347
$239K 0.02%
3,949
+904
348
$239K 0.02%
22,474
-108
349
$237K 0.02%
2,795
+171
350
$236K 0.02%
1,057
+168
12 13
14
15 16