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
$419M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.52M
3
+$1.4M
4
GLD icon
SPDR Gold Trust
GLD
+$1.02M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$889K

Top Sells

1
+$1.92M
2
+$1.71M
3
+$1.23M
4
TDOC icon
Teladoc Health
TDOC
+$1.12M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.11M

Sector Composition

1 Technology 4.62%
2 Financials 3.05%
3 Healthcare 2.02%
4 Consumer Discretionary 1.89%
5 Communication Services 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.99M 0.71%
11,094
+1
27
$2.91M 0.7%
50,358
-525
28
$2.66M 0.64%
+25,929
29
$2.56M 0.61%
39,708
30
$2.52M 0.6%
49,872
+16,940
31
$2.46M 0.59%
28,360
-420
32
$2.45M 0.58%
47,936
33
$2.33M 0.56%
38,146
+22,972
34
$2.24M 0.54%
9,213
-244
35
$2.24M 0.53%
20,646
+7,041
36
$1.98M 0.47%
18,276
+4
37
$1.97M 0.47%
68,934
38
$1.96M 0.47%
33,891
+14,984
39
$1.96M 0.47%
82,650
+10
40
$1.95M 0.46%
51,462
-5,490
41
$1.93M 0.46%
10,807
+851
42
$1.8M 0.43%
55,680
+732
43
$1.79M 0.43%
13,308
+478
44
$1.79M 0.43%
111,480
-780
45
$1.76M 0.42%
12,674
+7,379
46
$1.76M 0.42%
14,927
+52
47
$1.74M 0.42%
15,359
+6,884
48
$1.71M 0.41%
39,861
49
$1.64M 0.39%
34,587
+9,563
50
$1.62M 0.39%
54,742
+1
1
2
3 4 5