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
$144M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$9.1M
2
+$9.07M
3
+$4.92M
4
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$4.67M
5
IAU icon
iShares Gold Trust
IAU
+$3.68M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 7.16%
2 Healthcare 6.08%
3 Industrials 4.84%
4 Materials 4.53%
5 Energy 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$682K 0.47%
+28,020
52
$679K 0.47%
+3,157
53
$677K 0.47%
+15,826
54
$656K 0.45%
+13,480
55
$649K 0.45%
+26,094
56
$638K 0.44%
+3,433
57
$636K 0.44%
+13,246
58
$632K 0.44%
+13,162
59
$626K 0.43%
+3,510
60
$625K 0.43%
+15,654
61
$624K 0.43%
+9,399
62
$616K 0.43%
+7,582
63
$611K 0.42%
+6,838
64
$595K 0.41%
+4,541
65
$589K 0.41%
+38,020
66
$584K 0.4%
+25,170
67
$561K 0.39%
+15,321
68
$541K 0.37%
+654
69
$522K 0.36%
+40,644
70
$520K 0.36%
+1,550
71
$520K 0.36%
+9,532
72
$514K 0.36%
+4,340
73
$512K 0.35%
+9,696
74
$510K 0.35%
+16,166
75
$497K 0.34%
+9,389
1 2
3
4 5