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
$473M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$4.56M
3
+$3.93M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.18M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.25M

Top Sells

1
+$4.4M
2
+$3.24M
3
+$2.14M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.13M
5
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$2.09M

Sector Composition

1 Technology 6.58%
2 Healthcare 5.95%
3 Consumer Discretionary 4.07%
4 Financials 3.81%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.5M 0.74%
11,948
-623
27
$3.14M 0.66%
88,779
+108
28
$3.09M 0.65%
49,684
+3,654
29
$3.03M 0.64%
44,542
+33,148
30
$2.85M 0.6%
7,293
-174
31
$2.55M 0.54%
8,191
+3,596
32
$2.54M 0.54%
29,462
-3,322
33
$2.45M 0.52%
33,792
-172
34
$2.44M 0.52%
138,540
-3,420
35
$2.28M 0.48%
61,356
-92
36
$2.1M 0.44%
15,031
37
$1.87M 0.4%
21,079
-116
38
$1.84M 0.39%
72,639
+38,064
39
$1.82M 0.38%
17,379
+3,280
40
$1.8M 0.38%
136,511
+14,884
41
$1.78M 0.38%
15,192
+3,612
42
$1.75M 0.37%
10,780
+153
43
$1.72M 0.36%
20,675
+8,052
44
$1.71M 0.36%
5,496
+42
45
$1.7M 0.36%
68,834
+5,492
46
$1.64M 0.35%
14,489
+543
47
$1.63M 0.34%
7,334
-216
48
$1.63M 0.34%
5,776
+489
49
$1.57M 0.33%
24,737
+3,865
50
$1.57M 0.33%
48,410
+1,372
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