JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.71B
1-Year Est. Return 20.28%
This Quarter Est. Return
1 Year Est. Return
+20.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$2.48M
3
+$2.27M
4
ORCL icon
Oracle
ORCL
+$2.09M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.89M

Top Sells

1
+$1.97M
2
+$1.78M
3
+$1.68M
4
PFE icon
Pfizer
PFE
+$1.59M
5
DG icon
Dollar General
DG
+$1.35M

Sector Composition

1 Technology 15.42%
2 Consumer Discretionary 5.46%
3 Financials 4.37%
4 Communication Services 4.2%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.5M 0.89%
39,887
+15
27
$13.5M 0.88%
17,335
+2,348
28
$11.2M 0.73%
222,177
-2,929
29
$10.1M 0.66%
89,066
+368
30
$9.48M 0.62%
31,097
+165
31
$9.46M 0.62%
20,425
+215
32
$9.41M 0.62%
19,361
-109
33
$9.32M 0.61%
152,227
+1,669
34
$8.85M 0.58%
14,251
-9
35
$8.21M 0.54%
46,287
-910
36
$7.45M 0.49%
20,996
+112
37
$7.04M 0.46%
61,003
+176
38
$6.86M 0.45%
12,069
+3
39
$6.59M 0.43%
130,010
+2,481
40
$6.55M 0.43%
23,767
+2,015
41
$6.26M 0.41%
39,290
-8,376
42
$6.12M 0.4%
296,289
+82,991
43
$6.04M 0.39%
10,741
-24
44
$6M 0.39%
79,390
-3,937
45
$5.98M 0.39%
73,419
+762
46
$5.74M 0.38%
37,598
+1,298
47
$5.58M 0.36%
40,909
+5,221
48
$5.44M 0.36%
128,170
+1,130
49
$5.27M 0.34%
131,414
+38,225
50
$5.18M 0.34%
52,961
+13,039
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