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
351
$289K 0.02%
5,631
-35
352
$285K 0.02%
2,516
-8
353
$282K 0.02%
7,062
354
$280K 0.02%
+11,293
355
$279K 0.02%
2,722
356
$279K 0.02%
8,158
357
$279K 0.02%
+4,392
358
$274K 0.02%
7,445
-11,220
359
$274K 0.02%
+960
360
$271K 0.02%
11,076
+115
361
$270K 0.02%
1,529
+1
362
$270K 0.02%
11,711
+117
363
$269K 0.02%
3,649
-16,885
364
$268K 0.02%
13,064
+131
365
$267K 0.02%
1,112
-98
366
$265K 0.02%
13,369
+130
367
$265K 0.02%
+2,632
368
$263K 0.02%
2,044
-122
369
$262K 0.02%
4,671
-464
370
$262K 0.02%
11,946
+117
371
$255K 0.02%
829
372
$255K 0.02%
3,436
-168
373
$254K 0.02%
+1,893
374
$254K 0.02%
5,150
+52
375
$252K 0.02%
321
-73
13 14
15
16 17