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
376
$247K 0.02%
2,656
-104
377
$246K 0.02%
2,317
378
$242K 0.02%
7,600
379
$240K 0.02%
2,206
+4
380
$238K 0.02%
8,129
+8
381
$238K 0.02%
891
+19
382
$237K 0.02%
4,555
+150
383
$236K 0.02%
7,417
-1,139
384
$233K 0.02%
1,800
+8
385
$233K 0.02%
+1,652
386
$229K 0.01%
7,003
-4
387
$228K 0.01%
2,075
-161
388
$227K 0.01%
+42,807
389
$227K 0.01%
21,508
-276
390
$226K 0.01%
+1,235
391
$224K 0.01%
2,705
-1,366
392
$224K 0.01%
945
-44
393
$222K 0.01%
+730
394
$221K 0.01%
41,783
+8,800
395
$219K 0.01%
4,261
-2,173
396
$217K 0.01%
+663
397
$216K 0.01%
461
-28
398
$215K 0.01%
4,753
-4,626
399
$214K 0.01%
1,793
+147
400
$214K 0.01%
+7,227
14 15
16
17 18