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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
$1.53B
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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-90,792
452
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-5,539
453
– –
-26,001
454
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-16,130
455
– –
-10,897
456
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-772
457
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-17,883
458
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-569
459
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-1,717
460
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-3,463
461
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-4,939
462
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-24,828
463
– –
-11,378
464
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-2,972
465
– –
-302,000
466
– –
-13,781
467
– –
-8,410
468
– –
-59,094
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