JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.71B
1-Year Est. Return 20.28%
This Fund
S&P 500
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
+$4.45M
2
+$2.45M
3
+$2.05M
4
LLY icon
Eli Lilly
LLY
+$1.82M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.75M

Top Sells

1
+$1.97M
2
+$1.78M
3
+$1.68M
4
PFE icon
Pfizer
PFE
+$1.53M
5
PG icon
Procter & Gamble
PG
+$1.37M

Sector Composition

1 Technology 15.41%
2 Consumer Discretionary 5.46%
3 Financials 4.38%
4 Communication Services 4.2%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
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458
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460
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461
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-10,897
463
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-13,781
464
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-8,410
465
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-59,094
466
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467
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-2,972
468
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-302,000
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