JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.71B
1-Year Est. Return 20.28%
This Quarter Est. Return
1 Year Est. Return
+20.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$2.48M
3
+$2.27M
4
ORCL icon
Oracle
ORCL
+$2.09M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.89M

Top Sells

1
+$1.97M
2
+$1.78M
3
+$1.68M
4
PFE icon
Pfizer
PFE
+$1.59M
5
DG icon
Dollar General
DG
+$1.35M

Sector Composition

1 Technology 15.42%
2 Consumer Discretionary 5.46%
3 Financials 4.37%
4 Communication Services 4.2%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.1M 0.33%
13,904
+1,601
52
$5.01M 0.33%
28,900
-37
53
$4.99M 0.33%
16,921
+1,291
54
$4.92M 0.32%
24,052
-99
55
$4.92M 0.32%
5,938
+624
56
$4.8M 0.31%
76,570
+27,462
57
$4.77M 0.31%
22,757
-2,327
58
$4.61M 0.3%
36,436
+918
59
$4.55M 0.3%
4,594
+297
60
$4.52M 0.3%
106,336
-79
61
$4.38M 0.29%
44,127
+129
62
$4.3M 0.28%
69,282
-368
63
$4.28M 0.28%
61,591
-120
64
$4.25M 0.28%
147,916
+3,049
65
$4.23M 0.28%
14,485
-1,571
66
$4.16M 0.27%
7,661
-143
67
$4.14M 0.27%
16,081
+1,970
68
$4.12M 0.27%
87,063
+15,291
69
$4.12M 0.27%
82,310
-2,108
70
$3.93M 0.26%
6,368
+226
71
$3.92M 0.26%
32,241
+28
72
$3.79M 0.25%
15,895
-340
73
$3.73M 0.24%
24,917
-672
74
$3.63M 0.24%
54,010
+560
75
$3.6M 0.24%
46,517
+1,411
1 2
3
4 5