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
$1.38B
AUM Growth
+$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,374
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$3.04M
3
+$2.71M
4
DG icon
Dollar General
DG
+$2.7M
5
JCI icon
Johnson Controls International
JCI
+$2.57M

Top Sells

1
+$19M
2
+$2.32M
3
+$1.19M
4
NVDA icon
NVIDIA
NVDA
+$1.11M
5
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$1.07M

Sector Composition

1 Technology 16.18%
2 Consumer Discretionary 7%
3 Financials 4.61%
4 Communication Services 4.25%
5 Industrials 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.5M 0.83%
14,885
+268
27
$10.3M 0.75%
566,388
-14,318
28
$10.3M 0.75%
42,926
+26
29
$9.81M 0.71%
20,191
-711
30
$9.42M 0.68%
88,410
+506
31
$8.8M 0.64%
19,409
+2,960
32
$8.8M 0.64%
46,190
+1,576
33
$8.37M 0.61%
14,213
-12
34
$8.21M 0.59%
33,917
+1,257
35
$7.74M 0.56%
46,151
+1,331
36
$7.16M 0.52%
165,762
+8,665
37
$6.6M 0.48%
62,080
-560
38
$6.48M 0.47%
128,569
+28,061
39
$6.42M 0.46%
20,304
+729
40
$6.18M 0.45%
12,216
+147
41
$6.16M 0.45%
79,996
+2,825
42
$5.69M 0.41%
86,011
+5,734
43
$5.66M 0.41%
10,757
+324
44
$5.48M 0.4%
31,773
+463
45
$5.43M 0.39%
85,577
-4,809
46
$5.29M 0.38%
13,608
+766
47
$5.15M 0.37%
35,615
+1,179
48
$4.66M 0.34%
20,106
+668
49
$4.58M 0.33%
28,703
+69
50
$4.45M 0.32%
62,113
-1,019
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