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
$419M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.52M
3
+$1.4M
4
GLD icon
SPDR Gold Trust
GLD
+$1.02M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$889K

Top Sells

1
+$1.92M
2
+$1.71M
3
+$1.23M
4
TDOC icon
Teladoc Health
TDOC
+$1.12M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.11M

Sector Composition

1 Technology 4.62%
2 Financials 3.05%
3 Healthcare 2.02%
4 Consumer Discretionary 1.89%
5 Communication Services 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.57M 0.38%
12,623
-461
52
$1.49M 0.36%
11,773
+375
53
$1.43M 0.34%
11,084
+320
54
$1.27M 0.3%
3,338
+112
55
$1.27M 0.3%
18,443
+151
56
$1.27M 0.3%
6,090
+320
57
$1.12M 0.27%
22,212
-621
58
$1.1M 0.26%
17,159
+4,238
59
$1.06M 0.25%
4,587
+130
60
$1.05M 0.25%
22,515
+933
61
$1.05M 0.25%
39,417
+9,878
62
$1.02M 0.24%
8,501
+3,898
63
$1.01M 0.24%
22,007
+223
64
$995K 0.24%
16,300
+260
65
$960K 0.23%
15,740
+240
66
$913K 0.22%
5,308
-1,444
67
$905K 0.22%
31,041
-10,106
68
$895K 0.21%
6,256
+3,087
69
$889K 0.21%
+10,484
70
$882K 0.21%
10,979
+560
71
$879K 0.21%
16,146
+962
72
$873K 0.21%
14,988
+564
73
$864K 0.21%
3,974
-706
74
$861K 0.21%
9,883
-229
75
$859K 0.21%
+21,097
1 2
3
4 5