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
$1.03B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$9.51M
2
+$5.97M
3
+$3.99M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$3.9M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.62M

Top Sells

1
+$12.2M
2
+$4.82M
3
+$3.84M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.84M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.81M

Sector Composition

1 Technology 13.34%
2 Consumer Discretionary 5.6%
3 Financials 3.69%
4 Healthcare 3.35%
5 Industrials 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.27M 0.42%
70,303
-5,313
52
$4.15M 0.41%
243,766
+4,834
53
$3.99M 0.39%
+119,040
54
$3.6M 0.35%
+314,205
55
$3.43M 0.33%
27,937
-57
56
$3.42M 0.33%
17,768
+290
57
$3.4M 0.33%
17,715
+87
58
$3.28M 0.32%
59,245
-430
59
$3.28M 0.32%
22,266
-214
60
$3.08M 0.3%
32,727
+19,331
61
$3.03M 0.3%
83,032
-18,309
62
$3.03M 0.3%
7,111
+298
63
$2.98M 0.29%
50,640
+2,118
64
$2.82M 0.28%
8,364
-119
65
$2.77M 0.27%
25,445
+1,580
66
$2.73M 0.27%
31,083
-1,293
67
$2.69M 0.26%
24,817
-197
68
$2.63M 0.26%
15,456
+107
69
$2.51M 0.25%
15,365
+1,061
70
$2.5M 0.24%
16,959
+1,212
71
$2.45M 0.24%
+110,953
72
$2.44M 0.24%
72,458
-592
73
$2.42M 0.24%
17,791
+2
74
$2.41M 0.24%
28,799
+105
75
$2.41M 0.24%
5,076
+108
1 2
3
4 5