JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.53B
1-Year Est. Return 19.27%
This Quarter Est. Return
1 Year Est. Return
+19.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$9.1M
2
+$9.07M
3
+$4.92M
4
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$4.67M
5
IAU icon
iShares Gold Trust
IAU
+$3.68M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 7.16%
2 Healthcare 6.08%
3 Industrials 4.84%
4 Materials 4.53%
5 Energy 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.43M 0.99%
+113,420
27
$1.29M 0.89%
+51,330
28
$1.15M 0.8%
+35,166
29
$1.11M 0.77%
+23,610
30
$1.09M 0.75%
+76,776
31
$1.08M 0.75%
+30,132
32
$1.01M 0.7%
+10,658
33
$1.01M 0.7%
+13,448
34
$1.01M 0.7%
+13,058
35
$976K 0.68%
+21,929
36
$918K 0.64%
+71,359
37
$906K 0.63%
+39,570
38
$878K 0.61%
+14,525
39
$866K 0.6%
+19,192
40
$808K 0.56%
+11,151
41
$792K 0.55%
+25,532
42
$786K 0.54%
+104,745
43
$775K 0.54%
+18,717
44
$774K 0.54%
+26,638
45
$772K 0.53%
+17,096
46
$767K 0.53%
+16,796
47
$765K 0.53%
+15,866
48
$755K 0.52%
+11,276
49
$755K 0.52%
+5,983
50
$726K 0.5%
+9,657
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