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
$1.38B
AUM Growth
+$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,374
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$3.04M
3
+$2.71M
4
DG icon
Dollar General
DG
+$2.7M
5
JCI icon
Johnson Controls International
JCI
+$2.57M

Top Sells

1
+$19M
2
+$2.32M
3
+$1.19M
4
NVDA icon
NVIDIA
NVDA
+$1.11M
5
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$1.07M

Sector Composition

1 Technology 16.18%
2 Consumer Discretionary 7%
3 Financials 4.61%
4 Communication Services 4.25%
5 Industrials 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.43M 0.32%
24,353
+569
52
$4.4M 0.32%
108,681
+5,012
53
$4.28M 0.31%
14,748
+631
54
$4.26M 0.31%
24,052
-268
55
$4.12M 0.3%
17,726
-455
56
$4.08M 0.3%
7,816
-43
57
$3.95M 0.29%
33,171
+1,871
58
$3.86M 0.28%
4,211
+319
59
$3.83M 0.28%
34,427
+22,556
60
$3.71M 0.27%
16,892
+276
61
$3.68M 0.27%
140,433
-2,292
62
$3.68M 0.27%
10,132
+701
63
$3.67M 0.27%
58,893
-80
64
$3.57M 0.26%
16,587
-931
65
$3.51M 0.25%
5,985
+198
66
$3.5M 0.25%
168,691
+8,170
67
$3.28M 0.24%
21,383
+14,231
68
$3.18M 0.23%
18,136
+790
69
$3.18M 0.23%
80,641
+20,849
70
$3.17M 0.23%
14,364
+138
71
$3.17M 0.23%
63,610
+43,563
72
$3.14M 0.23%
34,780
+2,093
73
$3.13M 0.23%
65,042
+3,195
74
$3.13M 0.23%
71,110
+886
75
$3.11M 0.22%
5,227
-119
1 2
3
4 5