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
326
$324K 0.02%
8,648
+97
327
$324K 0.02%
+2,712
328
$322K 0.02%
813
-2
329
$322K 0.02%
3,000
-54
330
$319K 0.02%
5,460
-46
331
$318K 0.02%
+1,309
332
$316K 0.02%
3,221
333
$315K 0.02%
1,020
-88
334
$314K 0.02%
+6,800
335
$312K 0.02%
1,550
336
$310K 0.02%
+3,034
337
$302K 0.02%
52
-9
338
$302K 0.02%
2,778
+6
339
$300K 0.02%
+2,742
340
$300K 0.02%
3,398
+25
341
$298K 0.02%
1,366
-1,321
342
$298K 0.02%
2,189
+26
343
$298K 0.02%
2,625
-241
344
$295K 0.02%
4,843
+68
345
$293K 0.02%
11,868
-12,815
346
$292K 0.02%
+934
347
$291K 0.02%
+928
348
$291K 0.02%
2,266
349
$291K 0.02%
+12,585
350
$291K 0.02%
581
+1
12 13
14
15 16