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
$1.03B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$9.51M
2
+$5.97M
3
+$3.99M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$3.9M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.62M

Top Sells

1
+$12.2M
2
+$4.82M
3
+$3.84M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.84M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.81M

Sector Composition

1 Technology 13.34%
2 Consumer Discretionary 5.6%
3 Financials 3.69%
4 Healthcare 3.35%
5 Industrials 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.66M 0.94%
21,322
+1,017
27
$9.15M 0.89%
237,097
+9,975
28
$8.61M 0.84%
54,546
+1,406
29
$8.3M 0.81%
86,515
+555
30
$7.79M 0.76%
13,372
-499
31
$7.7M 0.75%
246,945
-154,579
32
$7.01M 0.68%
14,682
-108
33
$6.77M 0.66%
25,982
+1,646
34
$6.61M 0.64%
38,843
+541
35
$6.41M 0.62%
98,654
+637
36
$5.97M 0.58%
+232,712
37
$5.88M 0.57%
40,139
-778
38
$5.38M 0.52%
50,057
-13,499
39
$5.35M 0.52%
10,156
+253
40
$5.14M 0.5%
32,812
-4,068
41
$5.11M 0.5%
36,247
+776
42
$5.1M 0.5%
65,502
-1,346
43
$5.03M 0.49%
14,113
+464
44
$4.9M 0.48%
234,493
-184,053
45
$4.88M 0.48%
176,354
-2,963
46
$4.76M 0.46%
81,657
+56,123
47
$4.75M 0.46%
36,303
-1,058
48
$4.63M 0.45%
17,766
+407
49
$4.55M 0.44%
13,138
+285
50
$4.51M 0.44%
15,211
+88
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