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
351
$235K 0.02%
970
-172
352
$234K 0.02%
778
353
$233K 0.02%
1,521
+75
354
$231K 0.02%
961
+1
355
$230K 0.02%
1,024
-140
356
$227K 0.02%
4,495
+1,168
357
$225K 0.02%
6,984
-4
358
$224K 0.02%
1,270
+1,170
359
$220K 0.02%
5,239
+613
360
$220K 0.02%
662
361
$218K 0.02%
1,931
+352
362
$218K 0.02%
4,613
+53
363
$214K 0.02%
1,695
+573
364
$213K 0.02%
11,955
-1,853
365
$212K 0.02%
200
366
$208K 0.02%
+12,890
367
$208K 0.02%
4,041
+27
368
$205K 0.01%
5,208
+1,889
369
$204K 0.01%
11,146
+9,603
370
$203K 0.01%
3,237
+5
371
$203K 0.01%
439
-2
372
$202K 0.01%
6,179
-11,273
373
$202K 0.01%
1,438
+4
374
$192K 0.01%
16,342
+2,867
375
$184K 0.01%
14,484
+9,838
13 14
15
16 17