We are live on ! Find out more
JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.68B
1-Year Est. Return 22.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.83%
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
+$3.7M
2
+$3.19M
3
+$2.81M
4
MSFT icon
Microsoft
MSFT
+$2.74M
5
JCI icon
Johnson Controls International
JCI
+$2.61M

Top Sells

1
+$19M
2
+$2.32M
3
+$1.21M
4
NVDA icon
NVIDIA
NVDA
+$1.14M
5
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$1.12M

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
451
– –
-112
452
– –
-606
453
– –
-6
454
– –
-130
455
– –
-647
456
– –
-16
457
– –
-10
458
– –
-234
459
– –
-1,840
460
– –
-506
461
– –
-879
462
– –
-3,751
463
– –
-103
464
– –
-100
465
– –
-7
466
– –
-7
467
– –
-36,200
468
– –
-966
469
– –
-585
470
– –
-11
471
– –
-4,100
472
– –
-331
473
– –
-324
474
– –
-132
475
– –
-14,272
17 18
19
20 21