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
401
$214K 0.01%
+9,931
402
$212K 0.01%
4,646
+31
403
$212K 0.01%
2,013
-53
404
$211K 0.01%
1,453
+3
405
$210K 0.01%
+1,270
406
$210K 0.01%
+952
407
$210K 0.01%
+1,112
408
$209K 0.01%
4,754
-611
409
$208K 0.01%
+4,136
410
$207K 0.01%
+972
411
$206K 0.01%
1,194
-205
412
$206K 0.01%
+4,311
413
$203K 0.01%
822
414
$201K 0.01%
5,201
+312
415
$200K 0.01%
+8,290
416
$192K 0.01%
+18,763
417
$177K 0.01%
19,182
+7,695
418
$177K 0.01%
+17,306
419
$173K 0.01%
+11,515
420
$158K 0.01%
43,862
+10,635
421
$155K 0.01%
22,749
-29,509
422
$154K 0.01%
+30,401
423
$141K 0.01%
+18,024
424
$130K 0.01%
+11,027
425
$93.2K 0.01%
+37,744
15 16
17
18 19