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
$144M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$9.1M
2
+$9.07M
3
+$4.92M
4
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$4.67M
5
IAU icon
iShares Gold Trust
IAU
+$3.68M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 7.16%
2 Healthcare 6.08%
3 Industrials 4.84%
4 Materials 4.53%
5 Energy 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$497K 0.34%
+13,884
77
$496K 0.34%
+5,827
78
$494K 0.34%
+7,469
79
$492K 0.34%
+6,280
80
$491K 0.34%
+28,758
81
$489K 0.34%
+6,604
82
$482K 0.33%
+11,960
83
$480K 0.33%
+8,400
84
$479K 0.33%
+25,951
85
$478K 0.33%
+8,116
86
$471K 0.33%
+7,363
87
$467K 0.32%
+15,205
88
$464K 0.32%
+23,801
89
$464K 0.32%
+12,810
90
$458K 0.32%
+12,890
91
$449K 0.31%
+12,925
92
$442K 0.31%
+16,019
93
$438K 0.3%
+14,640
94
$432K 0.3%
+8,588
95
$427K 0.3%
+2,957
96
$413K 0.29%
+1,177,360
97
$410K 0.28%
+6,564
98
$405K 0.28%
+30,700
99
$402K 0.28%
+6,872
100
$400K 0.28%
+11,821
2 3
4
5 6