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
$473M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$4.56M
3
+$3.93M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.18M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.25M

Top Sells

1
+$4.4M
2
+$3.24M
3
+$2.14M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.13M
5
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$2.09M

Sector Composition

1 Technology 6.58%
2 Healthcare 5.95%
3 Consumer Discretionary 4.07%
4 Financials 3.81%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.57M 0.33%
29,474
+735
52
$1.53M 0.32%
16,856
-35,757
53
$1.52M 0.32%
31,525
+338
54
$1.52M 0.32%
110,515
+4,038
55
$1.47M 0.31%
23,000
-3,657
56
$1.46M 0.31%
8,065
+6,029
57
$1.43M 0.3%
8,994
-366
58
$1.43M 0.3%
12,455
-1,160
59
$1.42M 0.3%
138,868
+3,491
60
$1.42M 0.3%
123,385
+1,990
61
$1.4M 0.29%
5,247
+1,221
62
$1.34M 0.28%
11,289
-763
63
$1.33M 0.28%
18,936
+274
64
$1.3M 0.28%
3,502
-109
65
$1.28M 0.27%
3,181
-3
66
$1.27M 0.27%
12,660
+1,780
67
$1.24M 0.26%
50,049
-762
68
$1.22M 0.26%
+10,016
69
$1.22M 0.26%
48,370
+4,740
70
$1.2M 0.25%
10,658
+2,693
71
$1.2M 0.25%
17,978
+262
72
$1.19M 0.25%
53,007
+7,752
73
$1.18M 0.25%
51,364
+41,045
74
$1.17M 0.25%
6,114
+378
75
$1.16M 0.24%
69,568
-1,648
1 2
3
4 5