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
$419M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.52M
3
+$1.4M
4
GLD icon
SPDR Gold Trust
GLD
+$1.02M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$889K

Top Sells

1
+$1.92M
2
+$1.71M
3
+$1.23M
4
TDOC icon
Teladoc Health
TDOC
+$1.12M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.11M

Sector Composition

1 Technology 4.62%
2 Financials 3.05%
3 Healthcare 2.02%
4 Consumer Discretionary 1.89%
5 Communication Services 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$844K 0.2%
3,107
-112
77
$837K 0.2%
+13,317
78
$825K 0.2%
24,203
-538
79
$824K 0.2%
+20,132
80
$805K 0.19%
5,856
-3,613
81
$770K 0.18%
17,071
-512
82
$750K 0.18%
10,618
+631
83
$732K 0.17%
12,560
+8,372
84
$717K 0.17%
16,331
+2,537
85
$714K 0.17%
47,426
+6,276
86
$711K 0.17%
27,801
+2,284
87
$692K 0.17%
5,836
-292
88
$683K 0.16%
5,241
-3,294
89
$673K 0.16%
21,679
+601
90
$670K 0.16%
6,265
+1,250
91
$653K 0.16%
2,945
+48
92
$650K 0.16%
5,573
-50
93
$643K 0.15%
6,307
+2,945
94
$637K 0.15%
11,871
+941
95
$625K 0.15%
19,467
-122
96
$619K 0.15%
3,823
+106
97
$598K 0.14%
9,959
+4,875
98
$585K 0.14%
11,360
+67
99
$583K 0.14%
5,121
+1,297
100
$582K 0.14%
49,134
+444
2 3
4
5 6