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
$473M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$4.56M
3
+$3.93M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.18M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.25M

Top Sells

1
+$4.4M
2
+$3.24M
3
+$2.14M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.13M
5
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$2.09M

Sector Composition

1 Technology 6.58%
2 Healthcare 5.95%
3 Consumer Discretionary 4.07%
4 Financials 3.81%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.15M 0.24%
111,490
+6,192
77
$1.14M 0.24%
14,352
+3,895
78
$1.14M 0.24%
21,153
-222
79
$1.12M 0.24%
26,700
-1,280
80
$1.09M 0.23%
+10,728
81
$1.07M 0.23%
24,283
+185
82
$1.06M 0.22%
+28,044
83
$1.06M 0.22%
5,791
+49
84
$1.04M 0.22%
15,135
-102
85
$1.02M 0.22%
10,292
+175
86
$1.01M 0.21%
5,330
+598
87
$985K 0.21%
+33,683
88
$974K 0.21%
6,735
+4,338
89
$973K 0.21%
6,457
+172
90
$957K 0.2%
8,364
-444
91
$918K 0.19%
16,152
+386
92
$912K 0.19%
25,761
+8,741
93
$884K 0.19%
+53,594
94
$869K 0.18%
5,788
+127
95
$846K 0.18%
7,753
-386
96
$836K 0.18%
11,234
-100
97
$830K 0.18%
21,439
-496
98
$826K 0.17%
28,755
-535
99
$819K 0.17%
9,633
-923
100
$801K 0.17%
6,550
-4,412
2 3
4
5 6